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 | $113,658 | $106,890+6.3% | $84,015+35.3% | $152,861-25.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 8.14% | 104.99%-96.8pp | 71.31%-63.2pp | 345.32%-337.2pp |
| Employer contribution / active EE | $3,640 | $2,734+33.1% | $1,983+83.5% | $4,762-23.6% |
| Participant deferral / active EE | $5,365 | $4,011+33.7% | $3,239+65.6% | $5,850-8.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |