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 | $135,920 | $111,754+21.6% | $103,333+31.5% | $145,922-6.9% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 11.24% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,000 | $4,212-28.8% | $3,868-22.4% | $4,660-35.6% |
| Participant deferral / active EE | $13,280 | $5,619+136.4% | $5,057+162.6% | $6,688+98.6% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |