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 | $107,640 | $89,753+19.9% | $107,525+0.1% | $84,808+26.9% |
| Participation rate | 46.2% | 68.1%-21.9pp | 75.1%-28.9pp | 68.3%-22.2pp |
| Annual return | 15.55% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,491 | $3,113-52.1% | $3,754-60.3% | $2,631-43.3% |
| Participant deferral / active EE | $4,403 | $4,056+8.5% | $5,116-13.9% | $4,212+4.5% |
| Admin fee / account holder | $4 | $7,222-99.9% | $8,919-100.0% | $7,344-99.9% |