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 | $93,054 | $70,756+31.5% | $65,493+42.1% | $142,382-34.6% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 15.77% | 1754.89%-1739.1pp | 982.45%-966.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $807 | $2,881-72.0% | $2,574-68.6% | $4,299-81.2% |
| Participant deferral / active EE | $3,119 | $4,637-32.7% | $3,961-21.3% | $6,507-52.1% |
| Admin fee / account holder | $9 | $6,559-99.9% | $5,028-99.8% | $12,624-99.9% |