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 | $83,367 | $102,966-19.0% | $90,281-7.7% | $152,861-45.5% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.4%-55.2pp |
| Annual return | 24.49% | 95.16%-70.7pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $260 | $3,139-91.7% | $2,854-90.9% | $4,762-94.5% |
| Participant deferral / active EE | $4,876 | $4,281+13.9% | $3,885+25.5% | $5,850-16.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |