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 7-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 | $88,351 | $110,502-20.0% | $80,716+9.5% | $167,490-47.3% |
| Participation rate | 12.5% | 64.0%-51.5pp | 54.2%-41.7pp | 82.1%-69.6pp |
| Annual return | 18.15% | 120.54%-102.4pp | 87.28%-69.1pp | 478.56%-460.4pp |
| Employer contribution / active EE | $366 | $1,543-76.3% | $1,160-68.5% | $4,837-92.4% |
| Participant deferral / active EE | $3,250 | $2,871+13.2% | $2,146+51.5% | $6,341-48.7% |
| Admin fee / account holder | $20 | $4,545-99.6% | $3,380-99.4% | $12,309-99.8% |