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 | $118,653 | $99,652+19.1% | $78,778+50.6% | $147,584-19.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 21.83% | 47.28%-25.4pp | 35.62%-13.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,102 | $2,796-24.8% | $1,986+5.9% | $4,876-56.9% |
| Participant deferral / active EE | $16,000 | $3,664+336.7% | $2,958+440.9% | $5,439+194.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |