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 | $73,723 | $111,754-34.0% | $103,333-28.7% | $145,922-49.5% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 14.42% | 24.77%-10.3pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,835 | $4,212-56.4% | $3,868-52.5% | $4,660-60.6% |
| Participant deferral / active EE | $2,032 | $5,619-63.8% | $5,057-59.8% | $6,688-69.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |