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 | $82,615 | $99,652-17.1% | $78,778+4.9% | $147,584-44.0% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 12.92% | 47.28%-34.4pp | 35.62%-22.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $411 | $2,796-85.3% | $1,986-79.3% | $4,876-91.6% |
| Participant deferral / active EE | $6,857 | $3,664+87.2% | $2,958+131.8% | $5,439+26.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |