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 | $104,622 | $109,817-4.7% | $98,442+6.3% | $167,490-37.5% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 15.54% | 1956.69%-1941.2pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,553 | $3,224-51.8% | $2,960-47.5% | $4,837-67.9% |
| Participant deferral / active EE | $1,766 | $4,673-62.2% | $4,276-58.7% | $6,341-72.1% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |