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 8-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 | $193,279 | $150,187+28.7% | $120,354+60.6% | $145,922+32.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 17.67% | 154.07%-136.4pp | 107.15%-89.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,799 | $4,348-58.6% | $3,463-48.1% | $4,660-61.4% |
| Participant deferral / active EE | $13,125 | $6,173+112.6% | $4,991+163.0% | $6,688+96.3% |
| Admin fee / account holder | $185 | $12,207-98.5% | $9,423-98.0% | $13,397-98.6% |