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 10-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 | $235,165 | $99,652+136.0% | $78,778+198.5% | $147,584+59.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 18.93% | 47.28%-28.4pp | 35.62%-16.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,266 | $2,796+52.6% | $1,986+114.9% | $4,876-12.5% |
| Participant deferral / active EE | $3,162 | $3,664-13.7% | $2,958+6.9% | $5,439-41.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |