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 | $75,866 | $124,281-39.0% | $109,143-30.5% | $167,490-54.7% |
| Participation rate | 52.4% | 79.4%-27.1pp | 75.9%-23.5pp | 82.1%-29.7pp |
| Annual return | 19.37% | 26.04%-6.7pp | 25.75%-6.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,684 | $4,207-60.0% | $3,722-54.8% | $4,837-65.2% |
| Participant deferral / active EE | $6,436 | $5,255+22.5% | $4,653+38.3% | $6,341+1.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |