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 | $82,120 | $105,998-22.5% | $92,233-11.0% | $147,584-44.4% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.2pp | 82.8%-13.6pp |
| Annual return | 15.05% | 50.05%-35.0pp | 176.28%-161.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,383 | $4,333-68.1% | $3,679-62.4% | $4,876-71.6% |
| Participant deferral / active EE | $8,628 | $4,478+92.7% | $3,897+121.4% | $5,439+58.6% |
| Admin fee / account holder | $261 | $6,332-95.9% | $5,194-95.0% | $10,885-97.6% |