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 | $218,303 | $76,738+184.5% | $56,411+287.0% | $145,922+49.6% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 13.07% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,128 | $1,380-18.3% | $1,039+8.6% | $4,660-75.8% |
| Participant deferral / active EE | $2,411 | $2,623-8.1% | $1,952+23.5% | $6,688-64.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |