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 | $94,146 | $112,881-16.6% | $90,951+3.5% | $158,922-40.8% |
| Participation rate | 69.6% | 74.7%-5.2pp | 69.0%+0.6pp | 82.0%-12.4pp |
| Annual return | 15.55% | 215.79%-200.2pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,003 | $2,893+3.8% | $2,122+41.5% | $4,761-36.9% |
| Participant deferral / active EE | $4,946 | $4,128+19.8% | $3,373+46.6% | $5,982-17.3% |
| Admin fee / account holder | $279 | $8,041-96.5% | $5,959-95.3% | $11,246-97.5% |