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 8-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 | $172,534 | $95,862+80.0% | $79,550+116.9% | $134,475+28.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | 78.99% | -2.69%+81.7pp | 0.16%+78.8pp | 417.96%-339.0pp |
| Employer contribution / active EE | $1,355 | $3,128-56.7% | $2,413-43.8% | $4,740-71.4% |
| Participant deferral / active EE | $3,198 | $4,693-31.8% | $3,985-19.7% | $6,400-50.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |