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 | $132,356 | $106,515+24.3% | $96,683+36.9% | $139,434-5.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 18.78% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,584 | $4,103-61.4% | $3,737-57.6% | $4,751-66.7% |
| Participant deferral / active EE | $4,759 | $5,454-12.7% | $4,878-2.4% | $6,710-29.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |