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 | $181,354 | $102,966+76.1% | $90,281+100.9% | $152,861+18.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 32.27% | 95.16%-62.9pp | 78.10%-45.8pp | 345.32%-313.1pp |
| Employer contribution / active EE | $1,712 | $3,139-45.5% | $2,854-40.0% | $4,762-64.1% |
| Participant deferral / active EE | $8,333 | $4,281+94.6% | $3,885+114.5% | $5,850+42.4% |
| Admin fee / account holder | $260 | $6,171-95.8% | $5,351-95.1% | $11,596-97.8% |