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 | $93,659 | $65,409+43.2% | $98,442-4.9% | $85,850+9.1% |
| Participation rate | 29.6% | 65.0%-35.4pp | 73.3%-43.7pp | 69.3%-39.7pp |
| Annual return | 17.63% | 21.76%-4.1pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $482 | $2,168-77.8% | $2,960-83.7% | $2,565-81.2% |
| Participant deferral / active EE | $1,461 | $3,166-53.9% | $4,276-65.8% | $3,952-63.0% |
| Admin fee / account holder | $113 | $4,593-97.5% | $5,949-98.1% | $6,260-98.2% |