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 4-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 | $142,156 | $30,400+367.6% | $53,898+163.8% | $84,808+67.6% |
| Participation rate | 7.7% | 46.4%-38.8pp | 55.0%-47.3pp | 68.3%-60.6pp |
| Annual return | 24.95% | 500.19%-475.2pp | 528.60%-503.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $99 | $603-83.6% | $932-89.4% | $2,631-96.3% |
| Participant deferral / active EE | $508 | $1,199-57.6% | $1,826-72.2% | $4,212-87.9% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |