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 | $113,012 | $209,411-46.0% | $178,490-36.7% | $158,922-28.9% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 25.26% | 188.75%-163.5pp | 151.07%-125.8pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,390 | $5,706-75.6% | $5,011-72.3% | $4,761-70.8% |
| Participant deferral / active EE | $5,808 | $5,954-2.5% | $5,202+11.7% | $5,982-2.9% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |