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 | $105,955 | $104,907+1.0% | $84,611+25.2% | $152,861-30.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 27.22% | 373.79%-346.6pp | 258.74%-231.5pp | 345.32%-318.1pp |
| Employer contribution / active EE | $462 | $3,302-86.0% | $2,652-82.6% | $4,762-90.3% |
| Participant deferral / active EE | $8,663 | $4,688+84.8% | $3,899+122.2% | $5,850+48.1% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |