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 | $80,630 | $50,972+58.2% | $88,538-8.9% | $72,985+10.5% |
| Participation rate | 34.6% | 63.4%-28.8pp | 68.7%-34.1pp | 69.5%-34.9pp |
| Annual return | 18.64% | 29.62%-11.0pp | 43.64%-25.0pp | 81.00%-62.4pp |
| Employer contribution / active EE | $936 | $1,475-36.5% | $2,098-55.4% | $2,440-61.6% |
| Participant deferral / active EE | $5,663 | $2,230+153.9% | $2,914+94.3% | $3,607+57.0% |
| Admin fee / account holder | $0 | $3,230-100.0% | $4,310-100.0% | $5,124-100.0% |