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 | $93,711 | $127,065-26.2% | $113,168-17.2% | $142,382-34.2% |
| Participation rate | 61.9% | 79.2%-17.3pp | 76.6%-14.7pp | 80.1%-18.2pp |
| Annual return | 18.47% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,470 | $3,442+0.8% | $2,975+16.6% | $4,299-19.3% |
| Participant deferral / active EE | $6,211 | $5,716+8.7% | $5,107+21.6% | $6,507-4.5% |
| Admin fee / account holder | $17 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |