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 | $144,841 | $162,781-11.0% | $133,956+8.1% | $158,922-8.9% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 13.79% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,199 | $4,975-75.9% | $3,919-69.4% | $4,761-74.8% |
| Participant deferral / active EE | $4,085 | $5,911-30.9% | $5,048-19.1% | $5,982-31.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |