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 | $113,079 | $70,606+60.2% | $53,898+109.8% | $142,382-20.6% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 19.70% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,592 | $1,202+32.4% | $932+70.8% | $4,299-63.0% |
| Participant deferral / active EE | $10,900 | $2,364+361.1% | $1,826+496.8% | $6,507+67.5% |
| Admin fee / account holder | $97 | $2,852-96.6% | $2,491-96.1% | $12,624-99.2% |