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 | $207,969 | $127,100+63.6% | $105,738+96.7% | $135,375+53.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | 3571.81% | 4.49%+3567.3pp | 6.27%+3565.5pp | 519.73%+3052.1pp |
| Employer contribution / active EE | $1,585 | $4,107-61.4% | $3,268-51.5% | $4,779-66.8% |
| Participant deferral / active EE | $6,907 | $5,064+36.4% | $4,080+69.3% | $5,609+23.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |