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 | $94,094 | $65,409+43.9% | $98,442-4.4% | $85,850+9.6% |
| Participation rate | 42.4% | 65.0%-22.6pp | 73.3%-30.9pp | 69.3%-26.9pp |
| Annual return | 15.09% | 21.76%-6.7pp | 1492.73%-1477.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,097 | $2,168-49.4% | $2,960-62.9% | $2,565-57.2% |
| Participant deferral / active EE | $3,074 | $3,166-2.9% | $4,276-28.1% | $3,952-22.2% |
| Admin fee / account holder | $79 | $4,593-98.3% | $5,949-98.7% | $6,260-98.7% |