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 7-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 | $168,516 | $49,922+237.6% | $80,569+109.2% | $75,163+124.2% |
| Participation rate | 7.7% | 55.3%-47.6pp | 67.0%-59.3pp | 67.2%-59.5pp |
| Annual return | 18.39% | 34.69%-16.3pp | 935.43%-917.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,515 | $1,698-10.8% | $2,723-44.4% | $2,670-43.3% |
| Participant deferral / active EE | $1,955 | $2,990-34.6% | $4,447-56.0% | $4,125-52.6% |
| Admin fee / account holder | $223 | $3,577-93.8% | $5,377-95.8% | $5,651-96.0% |