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 | $112,910 | $60,124+87.8% | $90,404+24.9% | $79,858+41.4% |
| Participation rate | 21.4% | 65.0%-43.6pp | 72.7%-51.3pp | 69.6%-48.2pp |
| Annual return | 39.94% | 71.94%-32.0pp | 1293.02%-1253.1pp | 31.71%+8.2pp |
| Employer contribution / active EE | $834 | $2,068-59.7% | $3,262-74.4% | $2,471-66.2% |
| Participant deferral / active EE | $1,986 | $2,938-32.4% | $3,963-49.9% | $3,740-46.9% |
| Admin fee / account holder | $10 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |