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 | $204,023 | $197,591+3.3% | $177,821+14.7% | $158,922+28.4% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 8.88% | 58.76%-49.9pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,667 | $6,697-45.3% | $5,918-38.0% | $4,761-23.0% |
| Participant deferral / active EE | $8,167 | $8,405-2.8% | $7,714+5.9% | $5,982+36.5% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |