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 | $57,079 | $56,114+1.7% | $96,139-40.6% | $85,850-33.5% |
| Participation rate | 37.8% | 56.7%-18.9pp | 68.4%-30.6pp | 69.3%-31.5pp |
| Annual return | 13.41% | 42.30%-28.9pp | 191.94%-178.5pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,020 | $1,620-37.0% | $2,797-63.5% | $2,565-60.2% |
| Participant deferral / active EE | $2,100 | $2,859-26.5% | $4,349-51.7% | $3,952-46.8% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |