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 | $100,876 | $103,376-2.4% | $87,100+15.8% | $152,861-34.0% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 19.78% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,750 | $3,220-45.7% | $2,521-30.6% | $4,762-63.2% |
| Participant deferral / active EE | $5,563 | $4,778+16.4% | $4,049+37.4% | $5,850-4.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |