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 | $156,893 | $88,751+76.8% | $81,812+91.8% | $145,922+7.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 15.95% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,318 | $3,083+137.3% | $2,912+151.3% | $4,660+57.1% |
| Participant deferral / active EE | $25,960 | $4,643+459.1% | $4,319+501.1% | $6,688+288.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |