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 | $126,011 | $63,346+98.9% | $92,233+36.6% | $70,131+79.7% |
| Participation rate | 63.3% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.2pp |
| Annual return | 14.06% | 530.12%-516.1pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,173 | $2,471-12.1% | $3,679-40.9% | $2,342-7.2% |
| Participant deferral / active EE | $4,559 | $2,854+59.8% | $3,897+17.0% | $3,332+36.8% |
| Admin fee / account holder | $3 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |