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 | $114,019 | $157,256-27.5% | $141,162-19.2% | $152,861-25.4% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 21.46% | 64.32%-42.9pp | 71.39%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,457 | $5,261-34.3% | $4,735-27.0% | $4,762-27.4% |
| Participant deferral / active EE | $7,922 | $7,109+11.4% | $6,709+18.1% | $5,850+35.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |