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 | $202,625 | $29,660+583.2% | $56,411+259.2% | $80,856+150.6% |
| Participation rate | 2.8% | 41.6%-38.9pp | 52.5%-49.7pp | 67.6%-64.9pp |
| Annual return | 24.91% | 35.23%-10.3pp | 1701.33%-1676.4pp | 35.59%-10.7pp |
| Employer contribution / active EE | $166 | $669-75.2% | $1,039-84.0% | $2,755-94.0% |
| Participant deferral / active EE | $645 | $1,226-47.4% | $1,952-67.0% | $4,296-85.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |