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 | $97,203 | $105,998-8.3% | $92,233+5.4% | $147,584-34.1% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 23.34% | 50.05%-26.7pp | 176.28%-152.9pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,193 | $4,333-49.4% | $3,679-40.4% | $4,876-55.0% |
| Participant deferral / active EE | $5,793 | $4,478+29.4% | $3,897+48.7% | $5,439+6.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |