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 | $112,302 | $102,604+9.5% | $86,188+30.3% | $139,434-19.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 15.49% | 1922.51%-1907.0pp | 1168.45%-1153.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $606 | $3,032-80.0% | $2,380-74.5% | $4,751-87.2% |
| Participant deferral / active EE | $3,346 | $4,676-28.4% | $3,985-16.1% | $6,710-50.1% |
| Admin fee / account holder | $148 | $8,657-98.3% | $6,852-97.8% | $11,403-98.7% |