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 7-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 | $126,725 | $102,604+23.5% | $86,188+47.0% | $139,434-9.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 24.65% | 1922.51%-1897.9pp | 1168.45%-1143.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,527 | $3,032-49.6% | $2,380-35.8% | $4,751-67.8% |
| Participant deferral / active EE | $9,520 | $4,676+103.6% | $3,985+138.9% | $6,710+41.9% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |