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 | $176,813 | $115,770+52.7% | $101,248+74.6% | $158,922+11.3% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 15.58% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,351 | $4,175-67.6% | $3,660-63.1% | $4,761-71.6% |
| Participant deferral / active EE | $3,849 | $4,957-22.3% | $4,370-11.9% | $5,982-35.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |