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 | $96,352 | $211,958-54.5% | $169,463-43.1% | $135,375-28.8% |
| Participation rate | 60.9% | 82.6%-21.8pp | 77.8%-16.9pp | 82.6%-21.8pp |
| Annual return | 8.76% | 3.26%+5.5pp | 1.83%+6.9pp | 519.73%-511.0pp |
| Employer contribution / active EE | $2,846 | $5,120-44.4% | $4,159-31.6% | $4,779-40.4% |
| Participant deferral / active EE | $6,487 | $6,075+6.8% | $5,277+22.9% | $5,609+15.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |