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 | $208,532 | $29,660+603.1% | $56,411+269.7% | $80,856+157.9% |
| Participation rate | 5.6% | 41.6%-36.1pp | 52.5%-46.9pp | 67.6%-62.1pp |
| Annual return | 15.04% | 35.23%-20.2pp | 1701.33%-1686.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $92 | $669-86.2% | $1,039-91.1% | $2,755-96.6% |
| Participant deferral / active EE | $1,240 | $1,226+1.1% | $1,952-36.5% | $4,296-71.1% |
| Admin fee / account holder | $20 | $2,428-99.2% | $2,829-99.3% | $6,918-99.7% |