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 | $99,717 | $112,881-11.7% | $90,951+9.6% | $158,922-37.3% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.8pp |
| Annual return | 13.44% | 215.79%-202.3pp | 134.60%-121.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $585 | $2,893-79.8% | $2,122-72.4% | $4,761-87.7% |
| Participant deferral / active EE | $1,444 | $4,128-65.0% | $3,373-57.2% | $5,982-75.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |