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 | $110,859 | $94,625+17.2% | $116,228-4.6% | $84,808+30.7% |
| Participation rate | 47.1% | 70.4%-23.4pp | 74.6%-27.5pp | 68.3%-21.3pp |
| Annual return | 18.43% | 20.40%-2.0pp | 90.06%-71.6pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,236 | $3,972+57.0% | $4,953+25.9% | $4,212+48.1% |
| Admin fee / account holder | $3 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |