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 | $119,721 | $100,852+18.7% | $90,404+32.4% | $158,922-24.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 18.42% | 1724.20%-1705.8pp | 1293.02%-1274.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,008 | $3,689-18.5% | $3,262-7.8% | $4,761-36.8% |
| Participant deferral / active EE | $6,009 | $4,348+38.2% | $3,963+51.6% | $5,982+0.4% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |