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 | $96,879 | $81,625+18.7% | $58,482+65.7% | $139,434-30.5% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 15.05% | 7404.20%-7389.1pp | 4239.32%-4224.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $624 | $1,398-55.4% | $1,053-40.8% | $4,751-86.9% |
| Participant deferral / active EE | $780 | $2,557-69.5% | $1,924-59.5% | $6,710-88.4% |
| Admin fee / account holder | $41 | $3,265-98.7% | $2,516-98.4% | $11,403-99.6% |