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 | $38,351 | $159,602-76.0% | $150,045-74.4% | $142,382-73.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 35.54% | 70.24%-34.7pp | 62.55%-27.0pp | 217.08%-181.5pp |
| Employer contribution / active EE | $2,140 | $4,961-56.9% | $4,693-54.4% | $4,299-50.2% |
| Participant deferral / active EE | $10,792 | $8,310+29.9% | $7,997+34.9% | $6,507+65.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |