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 | $168,336 | $114,381+47.2% | $107,525+56.6% | $142,382+18.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 19.16% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,704 | $4,015-32.6% | $3,754-28.0% | $4,299-37.1% |
| Participant deferral / active EE | $9,400 | $5,564+68.9% | $5,116+83.8% | $6,507+44.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |