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 | $71,708 | $96,635-25.8% | $86,612-17.2% | $139,434-48.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 22.02% | 106.41%-84.4pp | 591.07%-569.1pp | 372.94%-350.9pp |
| Employer contribution / active EE | $802 | $3,263-75.4% | $3,022-73.5% | $4,751-83.1% |
| Participant deferral / active EE | $6,158 | $4,836+27.3% | $4,438+38.8% | $6,710-8.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |