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 | $86,827 | $111,754-22.3% | $103,333-16.0% | $145,922-40.5% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 12.26% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,384 | $4,212-43.4% | $3,868-38.4% | $4,660-48.8% |
| Participant deferral / active EE | $2,745 | $5,619-51.2% | $5,057-45.7% | $6,688-59.0% |
| Admin fee / account holder | $54 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |