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 | $179,104 | $127,777+40.2% | $106,548+68.1% | $167,490+6.9% |
| Participation rate | 57.1% | 78.3%-21.1pp | 76.1%-19.0pp | 82.1%-25.0pp |
| Annual return | 32.60% | 33.87%-1.3pp | 26.80%+5.8pp | 478.56%-446.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,188 | $5,087-57.0% | $4,398-50.2% | $6,341-65.5% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |