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 | $210,848 | $108,642+94.1% | $74,701+182.3% | $152,861+37.9% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.4%-57.4pp |
| Annual return | 35.62% | 114.06%-78.4pp | 752.92%-717.3pp | 345.32%-309.7pp |
| Employer contribution / active EE | $8,500 | $1,503+465.6% | $1,084+684.4% | $4,762+78.5% |
| Participant deferral / active EE | $4,500 | $2,712+65.9% | $1,964+129.2% | $5,850-23.1% |
| Admin fee / account holder | $175 | $4,902-96.4% | $3,333-94.7% | $11,596-98.5% |