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 10-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 | $127,966 | $96,305+32.9% | $80,569+58.8% | $139,434-8.2% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 20.98% | 1350.08%-1329.1pp | 935.43%-914.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,002 | $3,262-38.6% | $2,723-26.5% | $4,751-57.9% |
| Participant deferral / active EE | $5,511 | $5,232+5.3% | $4,447+23.9% | $6,710-17.9% |
| Admin fee / account holder | $259 | $6,599-96.1% | $5,377-95.2% | $11,403-97.7% |