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 | $119,757 | $111,301+7.6% | $112,977+6.0% | $158,922-24.6% |
| Participation rate | 42.9% | 83.5%-40.6pp | 82.6%-39.7pp | 82.0%-39.1pp |
| Annual return | 21.88% | 26.40%-4.5pp | 24.24%-2.4pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,356 | $4,471-69.7% | $4,255-68.1% | $4,761-71.5% |
| Participant deferral / active EE | $8,098 | $5,880+37.7% | $5,836+38.8% | $5,982+35.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |