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 | $108,238 | $88,751+22.0% | $81,812+32.3% | $145,922-25.8% |
| Participation rate | 43.5% | 75.0%-31.6pp | 72.3%-28.9pp | 80.3%-36.8pp |
| Annual return | 14.66% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,002 | $3,083-67.5% | $2,912-65.6% | $4,660-78.5% |
| Participant deferral / active EE | $5,352 | $4,643+15.3% | $4,319+23.9% | $6,688-20.0% |
| Admin fee / account holder | $123 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |