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 | $114,001 | $214,378-46.8% | $200,582-43.2% | $142,382-19.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 15.95% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,645 | $6,841-61.3% | $6,419-58.8% | $4,299-38.5% |
| Participant deferral / active EE | $12,828 | $9,865+30.0% | $9,331+37.5% | $6,507+97.1% |
| Admin fee / account holder | $54 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |