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 | $43,601 | $105,998-58.9% | $92,233-52.7% | $147,584-70.5% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.8pp | 82.8%-30.2pp |
| Annual return | 42.67% | 50.05%-7.4pp | 176.28%-133.6pp | 578.55%-535.9pp |
| Employer contribution / active EE | $3,276 | $4,333-24.4% | $3,679-11.0% | $4,876-32.8% |
| Participant deferral / active EE | $7,516 | $4,478+67.8% | $3,897+92.9% | $5,439+38.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |