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 | $173,059 | $165,912+4.3% | $122,332+41.5% | $147,584+17.3% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 18.75% | 34.55%-15.8pp | 30.27%-11.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $419 | $5,754-92.7% | $4,050-89.7% | $4,876-91.4% |
| Participant deferral / active EE | $8,000 | $4,005+99.7% | $3,287+143.4% | $5,439+47.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |