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 | $108,743 | $102,604+6.0% | $86,188+26.2% | $139,434-22.0% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.0%-52.3pp | 80.3%-63.7pp |
| Annual return | 40.34% | 1922.51%-1882.2pp | 1168.45%-1128.1pp | 372.94%-332.6pp |
| Employer contribution / active EE | $877 | $3,032-71.1% | $2,380-63.1% | $4,751-81.5% |
| Participant deferral / active EE | $1,657 | $4,676-64.6% | $3,985-58.4% | $6,710-75.3% |
| Admin fee / account holder | $30 | $8,657-99.7% | $6,852-99.6% | $11,403-99.7% |