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 | $72,549 | $78,705-7.8% | $117,854-38.4% | $70,131+3.4% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 17.81% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,435 | $2,223-35.5% | $3,786-62.1% | $2,342-38.8% |
| Participant deferral / active EE | $3,467 | $3,297+5.1% | $4,482-22.6% | $3,332+4.1% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |