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 6-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 | $103,334 | $115,770-10.7% | $101,248+2.1% | $158,922-35.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 8.85% | 56.14%-47.3pp | 46.47%-37.6pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,474 | $4,175-64.7% | $3,660-59.7% | $4,761-69.0% |
| Participant deferral / active EE | $9,320 | $4,957+88.0% | $4,370+113.3% | $5,982+55.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |