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 | $162,964 | $109,817+48.4% | $98,442+65.5% | $167,490-2.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 19.58% | 1956.69%-1937.1pp | 1492.73%-1473.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $440 | $3,224-86.4% | $2,960-85.1% | $4,837-90.9% |
| Participant deferral / active EE | $9,750 | $4,673+108.6% | $4,276+128.0% | $6,341+53.8% |
| Admin fee / account holder | $120 | $6,753-98.2% | $5,949-98.0% | $12,309-99.0% |