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 | $127,313 | $159,602-20.2% | $150,045-15.2% | $142,382-10.6% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 18.02% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,488 | $4,961-49.8% | $4,693-47.0% | $4,299-42.1% |
| Participant deferral / active EE | $4,890 | $8,310-41.2% | $7,997-38.9% | $6,507-24.9% |
| Admin fee / account holder | $212 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |