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 | $103,843 | $144,119-27.9% | $117,854-11.9% | $147,584-29.6% |
| Participation rate | 56.3% | 83.4%-27.2pp | 79.7%-23.4pp | 82.8%-26.6pp |
| Annual return | 18.87% | 531.15%-512.3pp | 335.08%-316.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,591 | $4,896-47.1% | $3,786-31.6% | $4,876-46.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |