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 | $218,797 | $114,381+91.3% | $107,525+103.5% | $142,382+53.7% |
| Participation rate | 30.8% | 78.1%-47.4pp | 75.1%-44.3pp | 80.1%-49.4pp |
| Annual return | 15.78% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $997 | $4,015-75.2% | $3,754-73.4% | $4,299-76.8% |
| Participant deferral / active EE | $4,219 | $5,564-24.2% | $5,116-17.5% | $6,507-35.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |