See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,576 | $114,381-18.2% | $107,525-13.0% | $142,382-34.3% |
| Participation rate | 41.2% | 78.1%-37.0pp | 75.1%-33.9pp | 80.1%-38.9pp |
| Annual return | 12.49% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,105 | $4,015-72.5% | $3,754-70.6% | $4,299-74.3% |
| Participant deferral / active EE | $4,239 | $5,564-23.8% | $5,116-17.1% | $6,507-34.9% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.6% | $12,624-99.8% |