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 | $184,650 | $96,635+91.1% | $86,612+113.2% | $139,434+32.4% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 17.61% | 106.41%-88.8pp | 591.07%-573.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $360 | $3,263-89.0% | $3,022-88.1% | $4,751-92.4% |
| Participant deferral / active EE | $4,860 | $4,836+0.5% | $4,438+9.5% | $6,710-27.6% |
| Admin fee / account holder | $120 | $6,408-98.1% | $5,614-97.9% | $11,403-98.9% |