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 | $92,817 | $107,452-13.6% | $91,541+1.4% | $142,382-34.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 15.12% | 22.06%-6.9pp | 20.50%-5.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,775 | $2,994-40.7% | $2,505-29.1% | $4,299-58.7% |
| Participant deferral / active EE | $6,611 | $4,754+39.1% | $4,008+65.0% | $6,507+1.6% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |