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 | $74,518 | $77,419-3.7% | $69,455+7.3% | $152,861-51.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.4%-15.8pp |
| Annual return | 20.39% | 39.06%-18.7pp | 28.97%-8.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,333 | $3,315-59.8% | $2,779-52.0% | $4,762-72.0% |
| Participant deferral / active EE | $1,533 | $4,414-65.3% | $3,535-56.6% | $5,850-73.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |