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 | $84,895 | $183,519-53.7% | $155,509-45.4% | $145,922-41.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 21.70% | 61.17%-39.5pp | 64.67%-43.0pp | 561.29%-539.6pp |
| Employer contribution / active EE | $1,957 | $5,313-63.2% | $4,672-58.1% | $4,660-58.0% |
| Participant deferral / active EE | $6,134 | $6,462-5.1% | $5,626+9.0% | $6,688-8.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |