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 | $134,913 | $165,984-18.7% | $164,813-18.1% | $145,922-7.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 26.22% | 100.03%-73.8pp | 69.93%-43.7pp | 561.29%-535.1pp |
| Employer contribution / active EE | $1,906 | $5,273-63.8% | $4,341-56.1% | $4,660-59.1% |
| Participant deferral / active EE | $7,720 | $6,959+10.9% | $6,031+28.0% | $6,688+15.4% |
| Admin fee / account holder | $11 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |