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 | $101,994 | $162,781-37.3% | $133,956-23.9% | $158,922-35.8% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 14.58% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,554 | $4,975-8.5% | $3,919+16.2% | $4,761-4.3% |
| Participant deferral / active EE | $4,111 | $5,911-30.4% | $5,048-18.6% | $5,982-31.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |