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 | $123,751 | $29,660+317.2% | $56,411+119.4% | $80,856+53.0% |
| Participation rate | 14.3% | 41.6%-27.4pp | 52.5%-38.2pp | 67.6%-53.4pp |
| Annual return | 15.11% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $380 | $669-43.2% | $1,039-63.4% | $2,755-86.2% |
| Participant deferral / active EE | $1,905 | $1,226+55.4% | $1,952-2.4% | $4,296-55.6% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |