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 | $114,254 | $214,378-46.7% | $200,582-43.0% | $142,382-19.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 15.10% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,978 | $6,841-56.5% | $6,419-53.6% | $4,299-30.7% |
| Participant deferral / active EE | $4,761 | $9,865-51.7% | $9,331-49.0% | $6,507-26.8% |
| Admin fee / account holder | $6 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |