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 | $146,032 | $165,335-11.7% | $149,696-2.4% | $158,922-8.1% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 27.90% | 348.15%-320.3pp | 276.60%-248.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,586 | $5,103-68.9% | $4,644-65.9% | $4,761-66.7% |
| Participant deferral / active EE | $6,231 | $7,181-13.2% | $6,842-8.9% | $5,982+4.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |