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 | $151,156 | $109,817+37.6% | $98,442+53.5% | $167,490-9.8% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 19.56% | 1956.69%-1937.1pp | 1492.73%-1473.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $652 | $3,224-79.8% | $2,960-78.0% | $4,837-86.5% |
| Participant deferral / active EE | $1,868 | $4,673-60.0% | $4,276-56.3% | $6,341-70.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |