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 | $96,953 | $202,432-52.1% | $169,368-42.8% | $139,434-30.5% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.29% | 531.74%-521.5pp | 405.60%-395.3pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,879 | $4,692-60.0% | $4,013-53.2% | $4,751-60.5% |
| Participant deferral / active EE | $2,323 | $6,938-66.5% | $6,221-62.7% | $6,710-65.4% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |