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 | $219,515 | $106,890+105.4% | $84,015+161.3% | $152,861+43.6% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.4%-24.1pp |
| Annual return | 14.69% | 104.99%-90.3pp | 71.31%-56.6pp | 345.32%-330.6pp |
| Employer contribution / active EE | $7,197 | $2,734+163.2% | $1,983+262.8% | $4,762+51.1% |
| Participant deferral / active EE | $6,296 | $4,011+57.0% | $3,239+94.4% | $5,850+7.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |