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 5-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 | $115,067 | $96,635+19.1% | $86,612+32.9% | $139,434-17.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 26.11% | 106.41%-80.3pp | 591.07%-565.0pp | 372.94%-346.8pp |
| Employer contribution / active EE | $4,047 | $3,263+24.0% | $3,022+33.9% | $4,751-14.8% |
| Participant deferral / active EE | $13,667 | $4,836+182.6% | $4,438+208.0% | $6,710+103.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |