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 | $91,094 | $133,922-32.0% | $116,228-21.6% | $142,382-36.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 19.05% | 147.76%-128.7pp | 90.06%-71.0pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,100 | $3,446-39.1% | $2,994-29.9% | $4,299-51.2% |
| Participant deferral / active EE | $4,569 | $5,672-19.4% | $4,953-7.8% | $6,507-29.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |