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 | $97,803 | $129,942-24.7% | $104,294-6.2% | $134,475-27.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | 5.41% | 42.03%-36.6pp | 24.61%-19.2pp | 417.96%-412.6pp |
| Employer contribution / active EE | $873 | $4,184-79.1% | $3,372-74.1% | $4,740-81.6% |
| Participant deferral / active EE | $3,904 | $5,588-30.1% | $4,625-15.6% | $6,400-39.0% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |