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 8-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 | $71,061 | $84,402-15.8% | $61,373+15.8% | $134,475-47.2% |
| Participation rate | 17.6% | 62.2%-44.6pp | 52.6%-34.9pp | 81.2%-63.6pp |
| Annual return | 1.72% | 584.55%-582.8pp | 338.61%-336.9pp | 417.96%-416.2pp |
| Employer contribution / active EE | $507 | $1,544-67.1% | $1,159-56.2% | $4,740-89.3% |
| Participant deferral / active EE | $3,329 | $2,819+18.1% | $2,125+56.7% | $6,400-48.0% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.0% | $11,426-99.8% |