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 5-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 | $114,926 | $111,724+2.9% | $93,606+22.8% | $145,922-21.2% |
| Participation rate | 41.2% | 74.2%-33.0pp | 68.7%-27.5pp | 80.3%-39.1pp |
| Annual return | 29.23% | 202.98%-173.8pp | 133.20%-104.0pp | 561.29%-532.1pp |
| Employer contribution / active EE | $2,549 | $3,090-17.5% | $2,420+5.3% | $4,660-45.3% |
| Participant deferral / active EE | $6,840 | $4,912+39.3% | $4,411+55.1% | $6,688+2.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |