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 7-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 | $110,771 | $150,187-26.2% | $120,354-8.0% | $145,922-24.1% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 12.62% | 154.07%-141.5pp | 107.15%-94.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,952 | $4,348-55.1% | $3,463-43.6% | $4,660-58.1% |
| Participant deferral / active EE | $3,862 | $6,173-37.4% | $4,991-22.6% | $6,688-42.2% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |