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 | $134,347 | $210,408-36.1% | $153,485-12.5% | $145,922-7.9% |
| Participation rate | 57.1% | 82.1%-25.0pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 13.26% | 13.37%-0.1pp | 15.65%-2.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,494 | $6,048-75.3% | $5,039-70.3% | $4,660-67.9% |
| Participant deferral / active EE | $4,702 | $7,975-41.0% | $6,757-30.4% | $6,688-29.7% |
| Admin fee / account holder | $4 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |