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 | $88,923 | $183,519-51.5% | $155,509-42.8% | $145,922-39.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.70% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,177 | $5,313-77.8% | $4,672-74.8% | $4,660-74.7% |
| Participant deferral / active EE | $8,068 | $6,462+24.8% | $5,626+43.4% | $6,688+20.6% |
| Admin fee / account holder | $204 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |