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 | $114,704 | $102,966+11.4% | $90,281+27.1% | $152,861-25.0% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.4%-62.4pp |
| Annual return | 22.18% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,205 | $3,139-61.6% | $2,854-57.8% | $4,762-74.7% |
| Participant deferral / active EE | $4,400 | $4,281+2.8% | $3,885+13.2% | $5,850-24.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |