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 9-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 | $143,960 | $103,376+39.3% | $87,100+65.3% | $152,861-5.8% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.9%-19.7pp | 82.4%-25.3pp |
| Annual return | 26.03% | 28.10%-2.1pp | 28.19%-2.2pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,120 | $3,220-34.2% | $2,521-15.9% | $4,762-55.5% |
| Participant deferral / active EE | $3,600 | $4,778-24.7% | $4,049-11.1% | $5,850-38.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |