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 | $83,173 | $76,738+8.4% | $56,411+47.4% | $145,922-43.0% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 10.70% | 2994.23%-2983.5pp | 1701.33%-1690.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $823 | $1,380-40.4% | $1,039-20.8% | $4,660-82.3% |
| Participant deferral / active EE | $4,809 | $2,623+83.4% | $1,952+146.4% | $6,688-28.1% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |