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 | $116,806 | $99,020+18.0% | $86,590+34.9% | $147,584-20.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 16.99% | 1312.34%-1295.3pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,695 | $3,132-45.9% | $2,839-40.3% | $4,876-65.2% |
| Participant deferral / active EE | $5,820 | $3,972+46.5% | $3,609+61.3% | $5,439+7.0% |
| Admin fee / account holder | $90 | $5,710-98.4% | $4,906-98.2% | $10,885-99.2% |