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 | $204,139 | $100,773+102.6% | $88,946+129.5% | $142,382+43.4% |
| Participation rate | 27.3% | 74.3%-47.0pp | 68.8%-41.6pp | 80.1%-52.8pp |
| Annual return | 17.39% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $838 | $2,918-71.3% | $2,555-67.2% | $4,299-80.5% |
| Participant deferral / active EE | $6,444 | $5,230+23.2% | $4,581+40.7% | $6,507-1.0% |
| Admin fee / account holder | $1 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |