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 | $158,991 | $96,305+65.1% | $80,569+97.3% | $139,434+14.0% |
| Participation rate | 54.5% | 73.6%-19.1pp | 67.0%-12.5pp | 80.3%-25.8pp |
| Annual return | 15.38% | 1350.08%-1334.7pp | 935.43%-920.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,826 | $3,262-44.0% | $2,723-32.9% | $4,751-61.6% |
| Participant deferral / active EE | $7,323 | $5,232+40.0% | $4,447+64.6% | $6,710+9.1% |
| Admin fee / account holder | $12 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |