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 | $103,672 | $102,966+0.7% | $90,281+14.8% | $152,861-32.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 18.48% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,067 | $3,139-2.3% | $2,854+7.4% | $4,762-35.6% |
| Participant deferral / active EE | $4,600 | $4,281+7.4% | $3,885+18.4% | $5,850-21.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |