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 | $108,123 | $96,305+12.3% | $80,569+34.2% | $139,434-22.5% |
| Participation rate | 46.2% | 73.6%-27.5pp | 67.0%-20.8pp | 80.3%-34.2pp |
| Annual return | 17.46% | 1350.08%-1332.6pp | 935.43%-918.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,119 | $3,262-35.0% | $2,723-22.2% | $4,751-55.4% |
| Participant deferral / active EE | $2,610 | $5,232-50.1% | $4,447-41.3% | $6,710-61.1% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |