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 | $89,519 | $197,591-54.7% | $177,821-49.7% | $158,922-43.7% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.7%-34.8pp | 82.0%-29.0pp |
| Annual return | 54.18% | 58.76%-4.6pp | 48.32%+5.9pp | 302.83%-248.6pp |
| Employer contribution / active EE | $3,801 | $6,697-43.3% | $5,918-35.8% | $4,761-20.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |