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 | $109,498 | $165,912-34.0% | $122,332-10.5% | $147,584-25.8% |
| Participation rate | 15.4% | 79.6%-64.2pp | 71.6%-56.2pp | 82.8%-67.4pp |
| Annual return | 10.28% | 34.55%-24.3pp | 30.27%-20.0pp | 578.55%-568.3pp |
| Employer contribution / active EE | $443 | $5,754-92.3% | $4,050-89.1% | $4,876-90.9% |
| Participant deferral / active EE | $2,769 | $4,005-30.9% | $3,287-15.7% | $5,439-49.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |