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 | $107,663 | $74,888+43.8% | $71,209+51.2% | $142,382-24.4% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 14.36% | 345.14%-330.8pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,942 | $2,854-32.0% | $2,721-28.6% | $4,299-54.8% |
| Participant deferral / active EE | $4,863 | $4,454+9.2% | $4,175+16.5% | $6,507-25.3% |
| Admin fee / account holder | $114 | $5,568-97.9% | $5,349-97.9% | $12,624-99.1% |