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 | $96,798 | $99,020-2.2% | $86,590+11.8% | $147,584-34.4% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 9.78% | 1312.34%-1302.6pp | 964.84%-955.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,735 | $3,132-44.6% | $2,839-38.9% | $4,876-64.4% |
| Participant deferral / active EE | $10,209 | $3,972+157.0% | $3,609+182.9% | $5,439+87.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |