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 5-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 | $210,437 | $105,181+100.1% | $159,436+32.0% | $85,850+145.1% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.8%-46.2pp | 69.3%-32.6pp |
| Annual return | 18.15% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,746 | $3,318-47.4% | $4,829-63.8% | $2,565-31.9% |
| Participant deferral / active EE | $7,297 | $5,945+22.7% | $7,352-0.8% | $3,952+84.6% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |