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 | $145,137 | $165,335-12.2% | $149,696-3.0% | $158,922-8.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.80% | 348.15%-334.3pp | 276.60%-262.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,401 | $5,103-72.5% | $4,644-69.8% | $4,761-70.6% |
| Participant deferral / active EE | $5,003 | $7,181-30.3% | $6,842-26.9% | $5,982-16.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |