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 | $9,970 | $108,642-90.8% | $74,701-86.7% | $152,861-93.5% |
| Participation rate | 58.3% | 65.3%-7.0pp | 54.5%+3.9pp | 82.4%-24.1pp |
| Annual return | 73.32% | 114.06%-40.7pp | 752.92%-679.6pp | 345.32%-272.0pp |
| Employer contribution / active EE | $1,285 | $1,503-14.5% | $1,084+18.6% | $4,762-73.0% |
| Participant deferral / active EE | $3,771 | $2,712+39.0% | $1,964+92.1% | $5,850-35.5% |
| Admin fee / account holder | $115 | $4,902-97.7% | $3,333-96.6% | $11,596-99.0% |