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 | $99,299 | $107,934-8.0% | $91,989+7.9% | $152,861-35.0% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.4%-19.9pp |
| Annual return | 50.09% | 89.24%-39.2pp | 69.02%-18.9pp | 345.32%-295.2pp |
| Employer contribution / active EE | $1,874 | $4,210-55.5% | $3,452-45.7% | $4,762-60.6% |
| Participant deferral / active EE | $6,057 | $6,364-4.8% | $5,923+2.3% | $5,850+3.5% |
| Admin fee / account holder | $22 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |