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 | $97,946 | $162,781-39.8% | $133,956-26.9% | $158,922-38.4% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 25.73% | 41.94%-16.2pp | 45.09%-19.4pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,321 | $4,975-73.5% | $3,919-66.3% | $4,761-72.3% |
| Participant deferral / active EE | $4,285 | $5,911-27.5% | $5,048-15.1% | $5,982-28.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |