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 | $90,513 | $124,281-27.2% | $109,143-17.1% | $167,490-46.0% |
| Participation rate | 41.2% | 79.4%-38.3pp | 75.9%-34.7pp | 82.1%-40.9pp |
| Annual return | 15.69% | 26.04%-10.3pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,033 | $4,207-51.7% | $3,722-45.4% | $4,837-58.0% |
| Participant deferral / active EE | $6,041 | $5,255+15.0% | $4,653+29.8% | $6,341-4.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |