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 | $101,669 | $158,398-35.8% | $126,539-19.7% | $142,382-28.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 16.96% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,222 | $4,650-73.7% | $3,674-66.8% | $4,299-71.6% |
| Participant deferral / active EE | $8,026 | $4,767+68.4% | $4,083+96.6% | $6,507+23.3% |
| Admin fee / account holder | $190 | $6,918-97.3% | $6,065-96.9% | $12,624-98.5% |