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 | $87,061 | $108,642-19.9% | $74,701+16.5% | $152,861-43.0% |
| Participation rate | 11.1% | 65.3%-54.2pp | 54.5%-43.3pp | 82.4%-71.3pp |
| Annual return | 17.36% | 114.06%-96.7pp | 752.92%-735.6pp | 345.32%-328.0pp |
| Employer contribution / active EE | $280 | $1,503-81.3% | $1,084-74.1% | $4,762-94.1% |
| Participant deferral / active EE | $2,778 | $2,712+2.4% | $1,964+41.5% | $5,850-52.5% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |