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 | $82,819 | $156,846-47.2% | $121,098-31.6% | $139,434-40.6% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 320.27% | 1474.56%-1154.3pp | 985.75%-665.5pp | 372.94%-52.7pp |
| Employer contribution / active EE | $255 | $5,536-95.4% | $4,164-93.9% | $4,751-94.6% |
| Participant deferral / active EE | $381 | $4,844-92.1% | $4,080-90.7% | $6,710-94.3% |
| Admin fee / account holder | $208 | $6,946-97.0% | $5,644-96.3% | $11,403-98.2% |