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 | $82,598 | $29,660+178.5% | $56,411+46.4% | $80,856+2.2% |
| Participation rate | 17.5% | 41.6%-24.1pp | 52.5%-35.0pp | 67.6%-50.1pp |
| Annual return | 12.16% | 35.23%-23.1pp | 1701.33%-1689.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $523 | $669-21.8% | $1,039-49.6% | $2,755-81.0% |
| Participant deferral / active EE | $772 | $1,226-37.0% | $1,952-60.5% | $4,296-82.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |