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 6-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 | $124,675 | $102,966+21.1% | $90,281+38.1% | $152,861-18.4% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 23.48% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,765 | $3,139+19.9% | $2,854+31.9% | $4,762-20.9% |
| Participant deferral / active EE | $7,600 | $4,281+77.5% | $3,885+95.6% | $5,850+29.9% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |