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 4-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 | $111,069 | $29,660+274.5% | $56,411+96.9% | $80,856+37.4% |
| Participation rate | 6.4% | 41.6%-35.3pp | 52.5%-46.1pp | 67.6%-61.3pp |
| Annual return | 22.97% | 35.23%-12.3pp | 1701.33%-1678.4pp | 35.59%-12.6pp |
| Employer contribution / active EE | $160 | $669-76.1% | $1,039-84.6% | $2,755-94.2% |
| Participant deferral / active EE | $1,303 | $1,226+6.3% | $1,952-33.2% | $4,296-69.7% |
| Admin fee / account holder | $19 | $2,428-99.2% | $2,829-99.3% | $6,918-99.7% |