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 | $102,292 | $157,256-35.0% | $141,162-27.5% | $152,861-33.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 29.71% | 64.32%-34.6pp | 71.39%-41.7pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,538 | $5,261-51.8% | $4,735-46.4% | $4,762-46.7% |
| Participant deferral / active EE | $5,076 | $7,109-28.6% | $6,709-24.3% | $5,850-13.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |