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 | $103,423 | $185,822-44.3% | $169,993-39.2% | $139,434-25.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 12.63% | 60.50%-47.9pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,025 | $7,590-73.3% | $6,785-70.2% | $4,751-57.4% |
| Participant deferral / active EE | $8,200 | $11,622-29.4% | $10,408-21.2% | $6,710+22.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |