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 | $102,265 | $107,015-4.4% | $73,545+39.1% | $147,584-30.7% |
| Participation rate | 14.3% | 66.4%-52.1pp | 54.9%-40.6pp | 82.8%-68.5pp |
| Annual return | 21.45% | 38.25%-16.8pp | -15.16%+36.6pp | 578.55%-557.1pp |
| Employer contribution / active EE | $594 | $1,760-66.2% | $1,219-51.2% | $4,876-87.8% |
| Participant deferral / active EE | $1,189 | $2,462-51.7% | $1,806-34.2% | $5,439-78.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |