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 | $117,376 | $185,200-36.6% | $142,863-17.8% | $167,490-29.9% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 14.68% | 8555.70%-8541.0pp | 5637.54%-5622.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,334 | $5,604-76.2% | $4,144-67.8% | $4,837-72.4% |
| Participant deferral / active EE | $9,750 | $4,494+116.9% | $3,837+154.1% | $6,341+53.8% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |