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 6-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 | $106,722 | $81,625+30.7% | $58,482+82.5% | $139,434-23.5% |
| Participation rate | 16.7% | 61.3%-44.7pp | 50.9%-34.2pp | 80.3%-63.7pp |
| Annual return | 18.54% | 7404.20%-7385.7pp | 4239.32%-4220.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $333 | $1,398-76.2% | $1,053-68.4% | $4,751-93.0% |
| Participant deferral / active EE | $1,700 | $2,557-33.5% | $1,924-11.6% | $6,710-74.7% |
| Admin fee / account holder | $30 | $3,265-99.1% | $2,516-98.8% | $11,403-99.7% |