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 | $128,116 | $109,327+17.2% | $89,391+43.3% | $158,922-19.4% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 16.20% | 345.68%-329.5pp | 245.62%-229.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,399 | $3,170-24.3% | $2,586-7.2% | $4,761-49.6% |
| Participant deferral / active EE | $5,447 | $4,598+18.5% | $3,890+40.0% | $5,982-8.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |