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 | $116,392 | $107,334+8.4% | $92,893+25.3% | $152,861-23.9% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.4%-27.9pp |
| Annual return | 25.58% | 145.58%-120.0pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,111 | $4,221-73.7% | $3,653-69.6% | $4,762-76.7% |
| Participant deferral / active EE | $2,582 | $4,845-46.7% | $4,236-39.0% | $5,850-55.9% |
| Admin fee / account holder | $267 | $7,079-96.2% | $5,794-95.4% | $11,596-97.7% |