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 8-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 | $85,557 | $29,660+188.5% | $56,411+51.7% | $80,856+5.8% |
| Participation rate | 6.9% | 41.6%-34.7pp | 52.5%-45.5pp | 67.6%-60.7pp |
| Annual return | 14.74% | 35.23%-20.5pp | 1701.33%-1686.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $307 | $669-54.1% | $1,039-70.4% | $2,755-88.8% |
| Participant deferral / active EE | $1,356 | $1,226+10.6% | $1,952-30.5% | $4,296-68.4% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |