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 | $105,745 | $111,754-5.4% | $103,333+2.3% | $145,922-27.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.47% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,845 | $4,212-56.2% | $3,868-52.3% | $4,660-60.4% |
| Participant deferral / active EE | $4,001 | $5,619-28.8% | $5,057-20.9% | $6,688-40.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |