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 | $93,286 | $117,841-20.8% | $102,423-8.9% | $145,922-36.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 21.50% | 31.65%-10.1pp | 29.32%-7.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,303 | $3,615-36.3% | $3,023-23.8% | $4,660-50.6% |
| Participant deferral / active EE | $3,761 | $5,731-34.4% | $5,053-25.6% | $6,688-43.8% |
| Admin fee / account holder | $11 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |