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 | $107,896 | $99,020+9.0% | $86,590+24.6% | $147,584-26.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 21.72% | 1312.34%-1290.6pp | 964.84%-943.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,948 | $3,132-5.9% | $2,839+3.8% | $4,876-39.6% |
| Participant deferral / active EE | $6,719 | $3,972+69.1% | $3,609+86.2% | $5,439+23.5% |
| Admin fee / account holder | $8 | $5,710-99.9% | $4,906-99.8% | $10,885-99.9% |