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 8-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 | $103,590 | $39,019+165.5% | $80,716+28.3% | $85,850+20.7% |
| Participation rate | 12.3% | 41.5%-29.2pp | 54.2%-41.9pp | 69.3%-57.0pp |
| Annual return | 17.50% | 26.27%-8.8pp | 87.28%-69.8pp | 318.53%-301.0pp |
| Employer contribution / active EE | $984 | $722+36.3% | $1,160-15.1% | $2,565-61.6% |
| Participant deferral / active EE | $727 | $1,326-45.1% | $2,146-66.1% | $3,952-81.6% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |