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 7-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 | $82,134 | $70,606+16.3% | $53,898+52.4% | $142,382-42.3% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 20.28% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $471 | $1,202-60.8% | $932-49.5% | $4,299-89.1% |
| Participant deferral / active EE | $1,105 | $2,364-53.3% | $1,826-39.5% | $6,507-83.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |