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 8-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 | $176,748 | $110,502+59.9% | $80,716+119.0% | $167,490+5.5% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 38.65% | 120.54%-81.9pp | 87.28%-48.6pp | 478.56%-439.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $714 | $2,871-75.1% | $2,146-66.7% | $6,341-88.7% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |