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 9-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 | $148,118 | $135,635+9.2% | $110,238+34.4% | $135,375+9.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | 4.07% | 513.19%-509.1pp | 314.74%-310.7pp | 519.73%-515.7pp |
| Employer contribution / active EE | $1,638 | $4,906-66.6% | $3,826-57.2% | $4,779-65.7% |
| Participant deferral / active EE | $5,752 | $5,506+4.5% | $4,672+23.1% | $5,609+2.6% |
| Admin fee / account holder | $71 | $11,457-99.4% | $8,547-99.2% | $10,827-99.3% |