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 | $182,064 | $99,652+82.7% | $78,778+131.1% | $147,584+23.4% |
| Participation rate | 53.3% | 76.2%-22.9pp | 69.2%-15.9pp | 82.8%-29.5pp |
| Annual return | 14.35% | 47.28%-32.9pp | 35.62%-21.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,210 | $2,796+86.4% | $1,986+162.4% | $4,876+6.8% |
| Participant deferral / active EE | $4,440 | $3,664+21.2% | $2,958+50.1% | $5,439-18.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |