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 6-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 | $212,116 | $102,604+106.7% | $86,188+146.1% | $139,434+52.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 282.47% | 1922.51%-1640.0pp | 1168.45%-886.0pp | 372.94%-90.5pp |
| Employer contribution / active EE | $1,893 | $3,032-37.6% | $2,380-20.5% | $4,751-60.2% |
| Participant deferral / active EE | $9,395 | $4,676+100.9% | $3,985+135.7% | $6,710+40.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |