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 | $60,411 | $60,124+0.5% | $90,404-33.2% | $79,858-24.4% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 21.83% | 71.94%-50.1pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,913 | $2,068-7.5% | $3,262-41.3% | $2,471-22.6% |
| Participant deferral / active EE | $3,395 | $2,938+15.6% | $3,963-14.3% | $3,740-9.2% |
| Admin fee / account holder | $3 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |