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 | $229,731 | $114,381+100.8% | $107,525+113.7% | $142,382+61.3% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 14.66% | 242.71%-228.0pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $914 | $4,015-77.2% | $3,754-75.6% | $4,299-78.7% |
| Participant deferral / active EE | $3,917 | $5,564-29.6% | $5,116-23.4% | $6,507-39.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |