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 | $103,821 | $111,724-7.1% | $93,606+10.9% | $145,922-28.9% |
| Participation rate | 56.5% | 74.2%-17.7pp | 68.7%-12.2pp | 80.3%-23.8pp |
| Annual return | 11.70% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,365 | $3,090-55.8% | $2,420-43.6% | $4,660-70.7% |
| Participant deferral / active EE | $1,712 | $4,912-65.1% | $4,411-61.2% | $6,688-74.4% |
| Admin fee / account holder | $3 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |