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 8-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 | $106,350 | $163,101-34.8% | $136,749-22.2% | $142,382-25.3% |
| Participation rate | 57.1% | 78.2%-21.1pp | 72.1%-15.0pp | 80.1%-23.0pp |
| Annual return | 16.47% | 27.54%-11.1pp | 24.33%-7.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,998 | $4,117-51.5% | $3,400-41.2% | $4,299-53.5% |
| Participant deferral / active EE | $3,801 | $5,585-31.9% | $4,692-19.0% | $6,507-41.6% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |