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 10-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 | $212,196 | $70,606+200.5% | $53,898+293.7% | $142,382+49.0% |
| Participation rate | 45.5% | 63.7%-18.3pp | 55.0%-9.5pp | 80.1%-34.7pp |
| Annual return | 19.49% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,604 | $1,202+33.4% | $932+72.1% | $4,299-62.7% |
| Participant deferral / active EE | $7,040 | $2,364+197.8% | $1,826+285.5% | $6,507+8.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |