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 | $104,163 | $155,788-33.1% | $124,672-16.5% | $167,490-37.8% |
| Participation rate | 46.7% | 81.1%-34.4pp | 74.6%-27.9pp | 82.1%-35.4pp |
| Annual return | 9.45% | 17.97%-8.5pp | 5142.93%-5133.5pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,103 | $4,163-49.5% | $3,324-36.7% | $4,837-56.5% |
| Participant deferral / active EE | $5,100 | $5,673-10.1% | $4,614+10.5% | $6,341-19.6% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |