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 | $150,965 | $107,934+39.9% | $91,989+64.1% | $152,861-1.2% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 27.04% | 89.24%-62.2pp | 69.02%-42.0pp | 345.32%-318.3pp |
| Employer contribution / active EE | $3,439 | $4,210-18.3% | $3,452-0.4% | $4,762-27.8% |
| Participant deferral / active EE | $7,698 | $6,364+21.0% | $5,923+30.0% | $5,850+31.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |