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 | $235,385 | $76,738+206.7% | $56,411+317.3% | $145,922+61.3% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 15.46% | 2994.23%-2978.8pp | 1701.33%-1685.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $389 | $1,380-71.8% | $1,039-62.5% | $4,660-91.7% |
| Participant deferral / active EE | $1,246 | $2,623-52.5% | $1,952-36.2% | $6,688-81.4% |
| Admin fee / account holder | $30 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |