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 | $77,883 | $106,890-27.1% | $84,015-7.3% | $152,861-49.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 28.22% | 104.99%-76.8pp | 71.31%-43.1pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,078 | $2,734-60.6% | $1,983-45.7% | $4,762-77.4% |
| Participant deferral / active EE | $3,378 | $4,011-15.8% | $3,239+4.3% | $5,850-42.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |