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 | $82,486 | $124,281-33.6% | $109,143-24.4% | $167,490-50.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 26.08% | 26.04%0pp | 25.75%+0.3pp | 478.56%-452.5pp |
| Employer contribution / active EE | $1,650 | $4,207-60.8% | $3,722-55.7% | $4,837-65.9% |
| Participant deferral / active EE | $5,436 | $5,255+3.4% | $4,653+16.8% | $6,341-14.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |