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 | $101,926 | $127,264-19.9% | $109,895-7.3% | $167,490-39.1% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 20.06% | 22.97%-2.9pp | 29.45%-9.4pp | 478.56%-458.5pp |
| Employer contribution / active EE | $629 | $3,322-81.1% | $2,842-77.9% | $4,837-87.0% |
| Participant deferral / active EE | $1,424 | $4,514-68.5% | $4,048-64.8% | $6,341-77.5% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |