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 | $112,791 | $99,877+12.9% | $84,966+32.7% | $145,922-22.7% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 19.82% | 83.76%-63.9pp | 66.38%-46.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,846 | $3,231-42.9% | $2,727-32.3% | $4,660-60.4% |
| Participant deferral / active EE | $3,846 | $5,291-27.3% | $4,519-14.9% | $6,688-42.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |