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 | $103,244 | $77,899+32.5% | $149,673-31.0% | $75,163+37.4% |
| Participation rate | 23.3% | 65.6%-42.2pp | 78.8%-55.4pp | 67.2%-43.9pp |
| Annual return | 27.27% | 31.72%-4.4pp | 134.42%-107.1pp | 160.62%-133.3pp |
| Employer contribution / active EE | $689 | $3,137-78.0% | $4,818-85.7% | $2,670-74.2% |
| Participant deferral / active EE | $2,521 | $3,411-26.1% | $5,680-55.6% | $4,125-38.9% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |