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 10-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 | $184,660 | $70,606+161.5% | $53,898+242.6% | $142,382+29.7% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.02% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,996 | $1,202+66.1% | $932+114.2% | $4,299-53.6% |
| Participant deferral / active EE | $8,269 | $2,364+249.8% | $1,826+352.8% | $6,507+27.1% |
| Admin fee / account holder | $20 | $2,852-99.3% | $2,491-99.2% | $12,624-99.8% |