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 4-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 | $229,690 | $96,305+138.5% | $80,569+185.1% | $139,434+64.7% |
| Participation rate | 54.2% | 73.6%-19.5pp | 67.0%-12.8pp | 80.3%-26.2pp |
| Annual return | 12.42% | 1350.08%-1337.7pp | 935.43%-923.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,262 | $5,232+0.6% | $4,447+18.3% | $6,710-21.6% |
| Admin fee / account holder | $3 | $6,599-100.0% | $5,377-99.9% | $11,403-100.0% |