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 | $99,676 | $98,240+1.5% | $82,313+21.1% | $147,584-32.5% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 16.44% | 30.85%-14.4pp | 25.88%-9.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $716 | $3,192-77.6% | $2,428-70.5% | $4,876-85.3% |
| Participant deferral / active EE | $3,800 | $4,383-13.3% | $3,706+2.5% | $5,439-30.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |