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 | $94,389 | $117,381-19.6% | $99,443-5.1% | $152,861-38.3% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.4%-44.9pp |
| Annual return | 22.75% | 31.87%-9.1pp | 30.72%-8.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $11,536 | $3,013+282.9% | $2,540+354.2% | $4,762+142.2% |
| Participant deferral / active EE | $3,435 | $4,086-15.9% | $3,619-5.1% | $5,850-41.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |