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 7-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 | $86,837 | $65,409+32.8% | $98,442-11.8% | $85,850+1.1% |
| Participation rate | 27.3% | 65.0%-37.7pp | 73.3%-46.1pp | 69.3%-42.0pp |
| Annual return | 14.89% | 21.76%-6.9pp | 1492.73%-1477.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $648 | $2,168-70.1% | $2,960-78.1% | $2,565-74.7% |
| Participant deferral / active EE | $2,153 | $3,166-32.0% | $4,276-49.6% | $3,952-45.5% |
| Admin fee / account holder | $13 | $4,593-99.7% | $5,949-99.8% | $6,260-99.8% |