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 | $77,042 | $57,281+34.5% | $86,612-11.0% | $75,163+2.5% |
| Participation rate | 29.5% | 63.2%-33.7pp | 71.7%-42.2pp | 67.2%-37.6pp |
| Annual return | 18.55% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.1pp |
| Employer contribution / active EE | $666 | $2,314-71.2% | $3,022-78.0% | $2,670-75.0% |
| Participant deferral / active EE | $1,805 | $3,318-45.6% | $4,438-59.3% | $4,125-56.3% |
| Admin fee / account holder | $234 | $4,112-94.3% | $5,614-95.8% | $5,651-95.9% |