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 | $108,646 | $104,106+4.4% | $71,086+52.8% | $135,375-19.7% |
| Participation rate | 16.7% | 65.7%-49.0pp | 54.7%-38.0pp | 82.6%-66.0pp |
| Annual return | 1.20% | 1256.30%-1255.1pp | 650.59%-649.4pp | 519.73%-518.5pp |
| Employer contribution / active EE | $4,418 | $1,485+197.5% | $1,088+306.1% | $4,779-7.6% |
| Participant deferral / active EE | $3,583 | $2,527+41.8% | $1,874+91.2% | $5,609-36.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |