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 | $151,768 | $29,660+411.7% | $56,411+169.0% | $80,856+87.7% |
| Participation rate | 6.7% | 41.6%-35.0pp | 52.5%-45.8pp | 67.6%-61.0pp |
| Annual return | 59.63% | 35.23%+24.4pp | 1701.33%-1641.7pp | 35.59%+24.0pp |
| Employer contribution / active EE | $617 | $669-7.9% | $1,039-40.6% | $2,755-77.6% |
| Participant deferral / active EE | $1,783 | $1,226+45.5% | $1,952-8.6% | $4,296-58.5% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |