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 9-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 | $132,924 | $209,411-36.5% | $178,490-25.5% | $158,922-16.4% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 13.16% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,290 | $5,954-44.7% | $5,202-36.8% | $5,982-45.0% |
| Admin fee / account holder | $104 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |