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 8-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 | $66,601 | $53,516+24.5% | $126,539-47.4% | $84,808-21.5% |
| Participation rate | 64.6% | 58.2%+6.3pp | 69.8%-5.2pp | 68.3%-3.7pp |
| Annual return | 40.16% | 58.34%-18.2pp | 425.95%-385.8pp | 40.90%-0.7pp |
| Employer contribution / active EE | $2,066 | $1,535+34.6% | $3,674-43.8% | $2,631-21.5% |
| Participant deferral / active EE | $5,559 | $2,671+108.2% | $4,083+36.2% | $4,212+32.0% |
| Admin fee / account holder | $73 | $4,497-98.4% | $6,065-98.8% | $7,344-99.0% |