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 | $96,241 | $105,998-9.2% | $92,233+4.3% | $147,584-34.8% |
| Participation rate | 47.6% | 80.4%-32.8pp | 76.5%-28.9pp | 82.8%-35.2pp |
| Annual return | 17.88% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,470 | $4,333-66.1% | $3,679-60.0% | $4,876-69.9% |
| Participant deferral / active EE | $2,088 | $4,478-53.4% | $3,897-46.4% | $5,439-61.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |