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 5-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 | $96,777 | $104,974-7.8% | $95,585+1.2% | $142,382-32.0% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 22.97% | 210.33%-187.4pp | 38.56%-15.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,508 | $2,779-45.7% | $2,527-40.3% | $4,299-64.9% |
| Participant deferral / active EE | $7,275 | $4,352+67.2% | $4,023+80.9% | $6,507+11.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |