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 | $242,217 | $108,642+123.0% | $74,701+224.3% | $152,861+58.5% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 13.25% | 114.06%-100.8pp | 752.92%-739.7pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,518 | $1,503+1.0% | $1,084+40.1% | $4,762-68.1% |
| Participant deferral / active EE | $1,733 | $2,712-36.1% | $1,964-11.7% | $5,850-70.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |