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 | $112,734 | $198,466-43.2% | $170,442-33.9% | $147,584-23.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 14.83% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,422 | $6,184-77.0% | $5,433-73.8% | $4,876-70.8% |
| Participant deferral / active EE | $6,445 | $5,629+14.5% | $4,939+30.5% | $5,439+18.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |