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 6-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 | $167,560 | $70,606+137.3% | $53,898+210.9% | $142,382+17.7% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 17.75% | 619.81%-602.1pp | 528.60%-510.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $400 | $1,202-66.7% | $932-57.1% | $4,299-90.7% |
| Participant deferral / active EE | $2,040 | $2,364-13.7% | $1,826+11.7% | $6,507-68.7% |
| Admin fee / account holder | $120 | $2,852-95.8% | $2,491-95.2% | $12,624-99.0% |