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 | $95,292 | $107,334-11.2% | $92,893+2.6% | $152,861-37.7% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.4%-24.6pp |
| Annual return | 18.99% | 145.58%-126.6pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,138 | $4,221-49.3% | $3,653-41.5% | $4,762-55.1% |
| Participant deferral / active EE | $6,659 | $4,845+37.5% | $4,236+57.2% | $5,850+13.8% |
| Admin fee / account holder | $235 | $7,079-96.7% | $5,794-95.9% | $11,596-98.0% |