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 | $82,753 | $39,019+112.1% | $80,716+2.5% | $85,850-3.6% |
| Participation rate | 61.3% | 41.5%+19.7pp | 54.2%+7.1pp | 69.3%-8.0pp |
| Annual return | 13.43% | 26.27%-12.8pp | 87.28%-73.9pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,115 | $722+54.4% | $1,160-3.9% | $2,565-56.5% |
| Participant deferral / active EE | $3,348 | $1,326+152.5% | $2,146+56.0% | $3,952-15.3% |
| Admin fee / account holder | $275 | $2,431-88.7% | $3,380-91.9% | $6,260-95.6% |