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 8-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 | $227,826 | $109,982+107.1% | $97,226+134.3% | $145,922+56.1% |
| Participation rate | 16.7% | 75.9%-59.3pp | 72.7%-56.0pp | 80.3%-63.6pp |
| Annual return | 16.13% | 242.90%-226.8pp | 75.13%-59.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $433 | $3,084-86.0% | $2,729-84.1% | $4,660-90.7% |
| Participant deferral / active EE | $1,424 | $4,676-69.5% | $4,264-66.6% | $6,688-78.7% |
| Admin fee / account holder | $60 | $6,221-99.0% | $5,654-98.9% | $13,397-99.6% |