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 | $139,779 | $226,064-38.2% | $182,532-23.4% | $152,861-8.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 18.05% | 192.51%-174.5pp | 148.54%-130.5pp | 345.32%-327.3pp |
| Employer contribution / active EE | $770 | $4,978-84.5% | $4,076-81.1% | $4,762-83.8% |
| Participant deferral / active EE | $5,078 | $6,368-20.3% | $5,524-8.1% | $5,850-13.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |