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 | $112,558 | $98,240+14.6% | $82,313+36.7% | $147,584-23.7% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 19.93% | 30.85%-10.9pp | 25.88%-6.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,291 | $3,192-59.5% | $2,428-46.8% | $4,876-73.5% |
| Participant deferral / active EE | $9,730 | $4,383+122.0% | $3,706+162.6% | $5,439+78.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |