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 | $126,750 | $83,337+52.1% | $67,834+86.9% | $273,961-53.7% |
| Participation rate | 54.5% | 76.4%-21.9pp | 68.8%-14.3pp | 83.0%-28.5pp |
| Annual return | 11.25% | 259.45%-248.2pp | 138.47%-127.2pp | 41.45%-30.2pp |
| Employer contribution / active EE | $4,264 | $3,287+29.7% | $2,403+77.4% | $4,869-12.4% |
| Participant deferral / active EE | $7,505 | $4,088+83.6% | $3,160+137.5% | $5,287+42.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |