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 9-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 | $75,673 | $57,281+32.1% | $86,612-12.6% | $75,163+0.7% |
| Participation rate | 46.0% | 63.2%-17.2pp | 71.7%-25.7pp | 67.2%-21.2pp |
| Annual return | 22.30% | 2670.75%-2648.4pp | 591.07%-568.8pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,010 | $2,314-13.2% | $3,022-33.5% | $2,670-24.7% |
| Participant deferral / active EE | $5,245 | $3,318+58.1% | $4,438+18.2% | $4,125+27.1% |
| Admin fee / account holder | $25 | $4,112-99.4% | $5,614-99.6% | $5,651-99.6% |