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 | $102,878 | $144,119-28.6% | $117,854-12.7% | $147,584-30.3% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 21.51% | 531.15%-509.6pp | 335.08%-313.6pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,526 | $4,896-68.8% | $3,786-59.7% | $4,876-68.7% |
| Participant deferral / active EE | $4,097 | $5,316-22.9% | $4,482-8.6% | $5,439-24.7% |
| Admin fee / account holder | $254 | $10,886-97.7% | $8,020-96.8% | $10,885-97.7% |