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 9-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 | $134,741 | $88,751+51.8% | $81,812+64.7% | $145,922-7.7% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.3%-48.8pp | 80.3%-56.7pp |
| Annual return | 10.43% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,379 | $3,083-55.3% | $2,912-52.7% | $4,660-70.4% |
| Participant deferral / active EE | $3,151 | $4,643-32.1% | $4,319-27.0% | $6,688-52.9% |
| Admin fee / account holder | $218 | $8,415-97.4% | $7,386-97.1% | $13,397-98.4% |