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 | $82,585 | $102,616-19.5% | $81,983+0.7% | $158,922-48.0% |
| Participation rate | 14.3% | 75.5%-61.2pp | 69.2%-55.0pp | 82.0%-67.7pp |
| Annual return | 17.06% | 61.04%-44.0pp | 41.31%-24.2pp | 302.83%-285.8pp |
| Employer contribution / active EE | $469 | $3,240-85.5% | $2,498-81.2% | $4,761-90.2% |
| Participant deferral / active EE | $3,271 | $4,648-29.6% | $3,722-12.1% | $5,982-45.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |