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 | $132,549 | $76,738+72.7% | $56,411+135.0% | $145,922-9.2% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 7.12% | 2994.23%-2987.1pp | 1701.33%-1694.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $800 | $1,380-42.0% | $1,039-23.0% | $4,660-82.8% |
| Participant deferral / active EE | $5,500 | $2,623+109.7% | $1,952+181.8% | $6,688-17.8% |
| Admin fee / account holder | $53 | $3,334-98.4% | $2,829-98.1% | $13,397-99.6% |