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 | $103,971 | $105,998-1.9% | $92,233+12.7% | $147,584-29.6% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 26.65% | 50.05%-23.4pp | 176.28%-149.6pp | 578.55%-551.9pp |
| Employer contribution / active EE | $1,324 | $4,333-69.4% | $3,679-64.0% | $4,876-72.9% |
| Participant deferral / active EE | $1,914 | $4,478-57.3% | $3,897-50.9% | $5,439-64.8% |
| Admin fee / account holder | $8 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |