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 | $81,950 | $110,257-25.7% | $96,544-15.1% | $139,434-41.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 13.81% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,977 | $3,620+9.9% | $2,965+34.1% | $4,751-16.3% |
| Participant deferral / active EE | $11,389 | $5,548+105.3% | $4,851+134.8% | $6,710+69.7% |
| Admin fee / account holder | $18 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |