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 | $93,312 | $99,020-5.8% | $86,590+7.8% | $147,584-36.8% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 18.36% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,237 | $3,132-60.5% | $2,839-56.5% | $4,876-74.6% |
| Participant deferral / active EE | $5,463 | $3,972+37.5% | $3,609+51.4% | $5,439+0.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |