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 5-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 | $90,040 | $30,400+196.2% | $53,898+67.1% | $84,808+6.2% |
| Participation rate | 13.8% | 46.4%-32.7pp | 55.0%-41.2pp | 68.3%-54.5pp |
| Annual return | 15.76% | 500.19%-484.4pp | 528.60%-512.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $241 | $603-60.0% | $932-74.1% | $2,631-90.8% |
| Participant deferral / active EE | $1,270 | $1,199+6.0% | $1,826-30.4% | $4,212-69.8% |
| Admin fee / account holder | $1 | $1,993-99.9% | $2,491-100.0% | $7,344-100.0% |