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 | $105,593 | $83,337+26.7% | $67,834+55.7% | $273,961-61.5% |
| Participation rate | 58.8% | 76.4%-17.6pp | 68.8%-10.0pp | 83.0%-24.2pp |
| Annual return | 5.35% | 259.45%-254.1pp | 138.47%-133.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,464 | $4,088-39.7% | $3,160-22.0% | $5,287-53.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |