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 | $108,426 | $91,190+18.9% | $178,490-39.3% | $79,858+35.8% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 20.98% | 24.19%-3.2pp | 151.07%-130.1pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,120 | $3,256-34.9% | $5,011-57.7% | $2,471-14.2% |
| Participant deferral / active EE | $5,565 | $3,236+72.0% | $5,202+7.0% | $3,740+48.8% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |