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 6-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 | $127,570 | $76,738+66.2% | $56,411+126.1% | $145,922-12.6% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 15.85% | 2994.23%-2978.4pp | 1701.33%-1685.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $279 | $1,380-79.7% | $1,039-73.1% | $4,660-94.0% |
| Participant deferral / active EE | $2,526 | $2,623-3.7% | $1,952+29.4% | $6,688-62.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |