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 9-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 | $150,806 | $102,604+47.0% | $86,188+75.0% | $139,434+8.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 14.24% | 1922.51%-1908.3pp | 1168.45%-1154.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $5,018 | $3,032+65.5% | $2,380+110.8% | $4,751+5.6% |
| Participant deferral / active EE | $14,200 | $4,676+203.7% | $3,985+256.3% | $6,710+111.6% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |