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 | $130,574 | $138,065-5.4% | $123,544+5.7% | $135,375-3.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 13.60% | 153.68%-140.1pp | 119.20%-105.6pp | 519.73%-506.1pp |
| Employer contribution / active EE | $1,947 | $5,151-62.2% | $4,628-57.9% | $4,779-59.3% |
| Participant deferral / active EE | $4,393 | $6,799-35.4% | $6,426-31.6% | $5,609-21.7% |
| Admin fee / account holder | $9 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |