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 | $107,097 | $104,907+2.1% | $84,611+26.6% | $152,861-29.9% |
| Participation rate | 55.6% | 74.8%-19.3pp | 68.2%-12.7pp | 82.4%-26.9pp |
| Annual return | 23.81% | 373.79%-350.0pp | 258.74%-234.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,480 | $3,302-55.2% | $2,652-44.2% | $4,762-68.9% |
| Participant deferral / active EE | $6,173 | $4,688+31.7% | $3,899+58.3% | $5,850+5.5% |
| Admin fee / account holder | $4 | $6,241-99.9% | $4,912-99.9% | $11,596-100.0% |