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 | $123,252 | $102,966+19.7% | $90,281+36.5% | $152,861-19.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 25.86% | 95.16%-69.3pp | 78.10%-52.2pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,705 | $3,139-45.7% | $2,854-40.3% | $4,762-64.2% |
| Participant deferral / active EE | $4,788 | $4,281+11.8% | $3,885+23.2% | $5,850-18.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |