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 | $125,053 | $107,334+16.5% | $92,893+34.6% | $152,861-18.2% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.4%-40.8pp |
| Annual return | 22.60% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,160 | $4,221-48.8% | $3,653-40.9% | $4,762-54.7% |
| Participant deferral / active EE | $3,977 | $4,845-17.9% | $4,236-6.1% | $5,850-32.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |