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 3-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 | $171,239 | $179,726-4.7% | $156,263+9.6% | $142,382+20.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 45.72% | 77.86%-32.1pp | 59.47%-13.7pp | 217.08%-171.4pp |
| Employer contribution / active EE | $3,286 | $5,069-35.2% | $4,333-24.2% | $4,299-23.6% |
| Participant deferral / active EE | $21,375 | $6,956+207.3% | $6,158+247.1% | $6,507+228.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |