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 | $107,762 | $102,317+5.3% | $146,958-26.7% | $80,856+33.3% |
| Participation rate | 65.1% | 75.8%-10.8pp | 82.2%-17.1pp | 67.6%-2.6pp |
| Annual return | 23.97% | 134.76%-110.8pp | 418.34%-394.4pp | 35.59%-11.6pp |
| Employer contribution / active EE | $4,201 | $3,713+13.1% | $4,933-14.8% | $2,755+52.5% |
| Participant deferral / active EE | $7,642 | $6,644+15.0% | $8,070-5.3% | $4,296+77.9% |
| Admin fee / account holder | $134 | $7,941-98.3% | $12,998-99.0% | $6,918-98.1% |