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 | $243,351 | $95,416+155.0% | $185,823+31.0% | $85,850+183.5% |
| Participation rate | 15.4% | 68.8%-53.4pp | 81.7%-66.3pp | 69.3%-53.9pp |
| Annual return | 13.29% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $943 | $3,314-71.5% | $5,167-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $3,347 | $3,423-2.2% | $5,568-39.9% | $3,952-15.3% |
| Admin fee / account holder | $12 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |