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 | $71,045 | $100,852-29.6% | $90,404-21.4% | $158,922-55.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 23.99% | 1724.20%-1700.2pp | 1293.02%-1269.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $667 | $3,689-81.9% | $3,262-79.6% | $4,761-86.0% |
| Participant deferral / active EE | $4,875 | $4,348+12.1% | $3,963+23.0% | $5,982-18.5% |
| Admin fee / account holder | $115 | $6,501-98.2% | $5,611-98.0% | $11,246-99.0% |