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 | $196,054 | $102,604+91.1% | $86,188+127.5% | $139,434+40.6% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.0%-7.8pp | 80.3%-19.2pp |
| Annual return | 20.50% | 1922.51%-1902.0pp | 1168.45%-1147.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,572 | $3,032-15.2% | $2,380+8.1% | $4,751-45.9% |
| Participant deferral / active EE | $5,038 | $4,676+7.7% | $3,985+26.4% | $6,710-24.9% |
| Admin fee / account holder | $19 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |