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 | $91,868 | $105,126-12.6% | $94,646-2.9% | $139,434-34.1% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 21.08% | 38.03%-17.0pp | 156.71%-135.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $450 | $4,106-89.0% | $3,672-87.8% | $4,751-90.5% |
| Participant deferral / active EE | $7,500 | $7,599-1.3% | $7,418+1.1% | $6,710+11.8% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |