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 3-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 | $102,489 | $30,400+237.1% | $53,898+90.2% | $84,808+20.8% |
| Participation rate | 8.2% | 46.4%-38.3pp | 55.0%-46.8pp | 68.3%-60.1pp |
| Annual return | 26.10% | 500.19%-474.1pp | 528.60%-502.5pp | 40.90%-14.8pp |
| Employer contribution / active EE | $366 | $603-39.3% | $932-60.7% | $2,631-86.1% |
| Participant deferral / active EE | $938 | $1,199-21.7% | $1,826-48.6% | $4,212-77.7% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |