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 | $125,355 | $106,515+17.7% | $96,683+29.7% | $139,434-10.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 21.54% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,219 | $4,103-21.5% | $3,737-13.9% | $4,751-32.2% |
| Participant deferral / active EE | $8,192 | $5,454+50.2% | $4,878+67.9% | $6,710+22.1% |
| Admin fee / account holder | $11 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |