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 8-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 | $133,036 | $107,334+23.9% | $92,893+43.2% | $152,861-13.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 28.55% | 145.58%-117.0pp | 109.41%-80.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,359 | $4,221-67.8% | $3,653-62.8% | $4,762-71.5% |
| Participant deferral / active EE | $8,593 | $4,845+77.4% | $4,236+102.9% | $5,850+46.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |