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 | $102,100 | $107,334-4.9% | $92,893+9.9% | $152,861-33.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 23.90% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,018 | $4,221-28.5% | $3,653-17.4% | $4,762-36.6% |
| Participant deferral / active EE | $11,000 | $4,845+127.1% | $4,236+159.7% | $5,850+88.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |