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 | $132,948 | $177,572-25.1% | $154,803-14.1% | $142,382-6.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 16.48% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,594 | $4,810-46.1% | $4,305-39.8% | $4,299-39.7% |
| Participant deferral / active EE | $11,908 | $6,272+89.9% | $5,540+114.9% | $6,507+83.0% |
| Admin fee / account holder | $107 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |