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 | $143,824 | $109,817+31.0% | $98,442+46.1% | $167,490-14.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 13.39% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,056 | $3,224-36.2% | $2,960-30.5% | $4,837-57.5% |
| Participant deferral / active EE | $2,761 | $4,673-40.9% | $4,276-35.4% | $6,341-56.5% |
| Admin fee / account holder | $239 | $6,753-96.5% | $5,949-96.0% | $12,309-98.1% |