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 | $134,115 | $100,901+32.9% | $75,670+77.2% | $147,584-9.1% |
| Participation rate | 0.0% | 77.1%-77.1pp | 72.3%-72.3pp | 82.8%-82.8pp |
| Annual return | 20.83% | 35.78%-14.9pp | 27.34%-6.5pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,088 | $3,253-35.8% | $2,352-11.2% | $4,876-57.2% |
| Participant deferral / active EE | $3,716 | $4,027-7.7% | $3,142+18.3% | $5,439-31.7% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |