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 | $105,035 | $117,983-11.0% | $101,794+3.2% | $142,382-26.2% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.2%-21.8pp | 80.1%-32.8pp |
| Annual return | 12.51% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,540 | $2,773-44.5% | $2,289-32.7% | $4,299-64.2% |
| Participant deferral / active EE | $7,652 | $4,714+62.3% | $4,084+87.4% | $6,507+17.6% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |