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 9-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 | $139,433 | $185,200-24.7% | $142,863-2.4% | $167,490-16.8% |
| Participation rate | 60.0% | 78.4%-18.4pp | 71.9%-11.9pp | 82.1%-22.1pp |
| Annual return | 17.79% | 8555.70%-8537.9pp | 5637.54%-5619.7pp | 478.56%-460.8pp |
| Employer contribution / active EE | $16,324 | $5,604+191.3% | $4,144+293.9% | $4,837+237.4% |
| Participant deferral / active EE | $7,428 | $4,494+65.3% | $3,837+93.6% | $6,341+17.1% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |