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 3-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 | $107,588 | $88,751+21.2% | $81,812+31.5% | $145,922-26.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 11.49% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $800 | $3,083-74.1% | $2,912-72.5% | $4,660-82.8% |
| Participant deferral / active EE | $6,100 | $4,643+31.4% | $4,319+41.3% | $6,688-8.8% |
| Admin fee / account holder | $58 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |