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 | $87,644 | $165,912-47.2% | $122,332-28.4% | $147,584-40.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 18.20% | 34.55%-16.4pp | 30.27%-12.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,813 | $5,754-51.1% | $4,050-30.6% | $4,876-42.3% |
| Participant deferral / active EE | $4,800 | $4,005+19.8% | $3,287+46.0% | $5,439-11.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |