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 | $122,239 | $112,881+8.3% | $90,951+34.4% | $158,922-23.1% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 13.28% | 215.79%-202.5pp | 134.60%-121.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,459 | $2,893-49.6% | $2,122-31.3% | $4,761-69.4% |
| Participant deferral / active EE | $9,088 | $4,128+120.2% | $3,373+169.5% | $5,982+51.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |