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 | $78,343 | $228,332-65.7% | $185,823-57.8% | $158,922-50.7% |
| Participation rate | 54.5% | 82.3%-27.8pp | 78.0%-23.5pp | 82.0%-27.4pp |
| Annual return | 19.78% | 40.80%-21.0pp | 35.95%-16.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,377 | $4,967-72.3% | $4,087-66.3% | $4,761-71.1% |
| Participant deferral / active EE | $3,480 | $6,415-45.8% | $5,632-38.2% | $5,982-41.8% |
| Admin fee / account holder | $250 | $11,864-97.9% | $9,500-97.4% | $11,246-97.8% |