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 6-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 | $133,274 | $202,432-34.2% | $169,368-21.3% | $139,434-4.4% |
| Participation rate | 40.9% | 81.1%-40.2pp | 77.1%-36.2pp | 80.3%-39.4pp |
| Annual return | 19.05% | 531.74%-512.7pp | 405.60%-386.5pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,968 | $4,692-58.0% | $4,013-50.9% | $4,751-58.6% |
| Participant deferral / active EE | $5,464 | $6,938-21.2% | $6,221-12.2% | $6,710-18.6% |
| Admin fee / account holder | $12 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |