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 | $223,068 | $148,534+50.2% | $135,903+64.1% | $139,434+60.0% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.5pp | 80.3%-44.0pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,141 | $5,243-59.2% | $4,856-55.9% | $4,751-54.9% |
| Participant deferral / active EE | $2,993 | $8,100-63.1% | $7,758-61.4% | $6,710-55.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |