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 | $175,487 | $30,400+477.3% | $53,898+225.6% | $84,808+106.9% |
| Participation rate | 19.0% | 46.4%-27.4pp | 55.0%-35.9pp | 68.3%-49.3pp |
| Annual return | 56.65% | 500.19%-443.5pp | 528.60%-472.0pp | 40.90%+15.7pp |
| Employer contribution / active EE | $407 | $603-32.5% | $932-56.3% | $2,631-84.5% |
| Participant deferral / active EE | $2,182 | $1,199+82.0% | $1,826+19.5% | $4,212-48.2% |
| Admin fee / account holder | $112 | $1,993-94.4% | $2,491-95.5% | $7,344-98.5% |