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 | $100,208 | $81,625+22.8% | $58,482+71.3% | $139,434-28.1% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 7.43% | 7404.20%-7396.8pp | 4239.32%-4231.9pp | 372.94%-365.5pp |
| Employer contribution / active EE | $606 | $1,398-56.6% | $1,053-42.4% | $4,751-87.2% |
| Participant deferral / active EE | $4,167 | $2,557+63.0% | $1,924+116.6% | $6,710-37.9% |
| Admin fee / account holder | $37 | $3,265-98.9% | $2,516-98.5% | $11,403-99.7% |