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 6-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 | $210,024 | $90,348+132.5% | $75,972+176.4% | $145,922+43.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 24.54% | 620.88%-596.3pp | 359.55%-335.0pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,115 | $3,311-66.3% | $2,685-58.5% | $4,660-76.1% |
| Participant deferral / active EE | $24,976 | $5,162+383.9% | $4,255+486.9% | $6,688+273.5% |
| Admin fee / account holder | $168 | $8,467-98.0% | $6,467-97.4% | $13,397-98.7% |