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 | $142,000 | $100,773+40.9% | $88,946+59.6% | $142,382-0.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 17.24% | 70.18%-52.9pp | 57.82%-40.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,259 | $2,918-22.6% | $2,555-11.6% | $4,299-47.5% |
| Participant deferral / active EE | $2,782 | $5,230-46.8% | $4,581-39.3% | $6,507-57.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |