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 | $97,779 | $96,305+1.5% | $80,569+21.4% | $139,434-29.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 14.09% | 1350.08%-1336.0pp | 935.43%-921.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,625 | $3,262+11.1% | $2,723+33.1% | $4,751-23.7% |
| Participant deferral / active EE | $5,544 | $5,232+6.0% | $4,447+24.7% | $6,710-17.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |