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 | $91,812 | $115,770-20.7% | $101,248-9.3% | $158,922-42.2% |
| Participation rate | 47.4% | 79.4%-32.0pp | 75.8%-28.4pp | 82.0%-34.6pp |
| Annual return | 22.60% | 56.14%-33.5pp | 46.47%-23.9pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,110 | $4,175-73.4% | $3,660-69.7% | $4,761-76.7% |
| Participant deferral / active EE | $2,912 | $4,957-41.3% | $4,370-33.4% | $5,982-51.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |