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 | $106,571 | $227,553-53.2% | $189,557-43.8% | $167,490-36.4% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 11.39% | 78.40%-67.0pp | 64.17%-52.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $3,587 | $5,316-32.5% | $4,412-18.7% | $4,837-25.9% |
| Participant deferral / active EE | $3,587 | $7,002-48.8% | $6,174-41.9% | $6,341-43.4% |
| Admin fee / account holder | $6 | $11,878-99.9% | $9,807-99.9% | $12,309-100.0% |