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 | $123,252 | $103,376+19.2% | $87,100+41.5% | $152,861-19.4% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 21.76% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,742 | $3,220-45.9% | $2,521-30.9% | $4,762-63.4% |
| Participant deferral / active EE | $5,987 | $4,778+25.3% | $4,049+47.9% | $5,850+2.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |