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 | $104,191 | $152,587-31.7% | $125,175-16.8% | $152,861-31.8% |
| Participation rate | 47.1% | 83.3%-36.3pp | 79.8%-32.7pp | 82.4%-35.4pp |
| Annual return | 10.12% | 54.84%-44.7pp | 43.79%-33.7pp | 345.32%-335.2pp |
| Employer contribution / active EE | $952 | $4,946-80.7% | $3,865-75.4% | $4,762-80.0% |
| Participant deferral / active EE | $2,679 | $5,868-54.3% | $4,937-45.7% | $5,850-54.2% |
| Admin fee / account holder | $101 | $13,434-99.2% | $9,702-99.0% | $11,596-99.1% |