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 | $83,955 | $99,652-15.8% | $78,778+6.6% | $147,584-43.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 21.31% | 47.28%-26.0pp | 35.62%-14.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,181 | $2,796-57.7% | $1,986-40.5% | $4,876-75.8% |
| Participant deferral / active EE | $3,054 | $3,664-16.6% | $2,958+3.2% | $5,439-43.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |