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 | $149,459 | $140,578+6.3% | $100,671+48.5% | $125,391+19.2% |
| Participation rate | 57.1% | 80.4%-23.3pp | 70.7%-13.6pp | 83.2%-26.0pp |
| Annual return | 0.27% | 24.67%-24.4pp | 20.43%-20.2pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,600 | $5,965-73.2% | $4,012-60.1% | $4,866-67.1% |
| Participant deferral / active EE | $7,186 | $3,981+80.5% | $3,144+128.6% | $5,352+34.3% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |