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 | $148,037 | $140,578+5.3% | $100,671+47.1% | $125,391+18.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | 5.84% | 24.67%-18.8pp | 20.43%-14.6pp | 282.22%-276.4pp |
| Employer contribution / active EE | $321 | $5,965-94.6% | $4,012-92.0% | $4,866-93.4% |
| Participant deferral / active EE | $321 | $3,981-91.9% | $3,144-89.8% | $5,352-94.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |