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 | $182,882 | $108,642+68.3% | $74,701+144.8% | $152,861+19.6% |
| Participation rate | 16.7% | 65.3%-48.7pp | 54.5%-37.8pp | 82.4%-65.8pp |
| Annual return | 26.05% | 114.06%-88.0pp | 752.92%-726.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,989 | $1,503+165.4% | $1,084+268.1% | $4,762-16.2% |
| Participant deferral / active EE | $3,667 | $2,712+35.2% | $1,964+86.7% | $5,850-37.3% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |