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 | $96,556 | $100,773-4.2% | $88,946+8.6% | $142,382-32.2% |
| Participation rate | 26.7% | 74.3%-47.6pp | 68.8%-42.2pp | 80.1%-53.5pp |
| Annual return | 14.18% | 70.18%-56.0pp | 57.82%-43.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $733 | $2,918-74.9% | $2,555-71.3% | $4,299-82.9% |
| Participant deferral / active EE | $3,633 | $5,230-30.5% | $4,581-20.7% | $6,507-44.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |