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 8-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 | $71,693 | $185,200-61.3% | $142,863-49.8% | $167,490-57.2% |
| Participation rate | 62.5% | 78.4%-15.9pp | 71.9%-9.4pp | 82.1%-19.6pp |
| Annual return | 80.92% | 8555.70%-8474.8pp | 5637.54%-5556.6pp | 478.56%-397.6pp |
| Employer contribution / active EE | $474 | $5,604-91.5% | $4,144-88.6% | $4,837-90.2% |
| Participant deferral / active EE | $593 | $4,494-86.8% | $3,837-84.5% | $6,341-90.7% |
| Admin fee / account holder | $26 | $8,031-99.7% | $6,560-99.6% | $12,309-99.8% |