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 | $218,622 | $29,660+637.1% | $56,411+287.6% | $80,856+170.4% |
| Participation rate | 24.2% | 41.6%-17.4pp | 52.5%-28.2pp | 67.6%-43.4pp |
| Annual return | 361.90% | 35.23%+326.7pp | 1701.33%-1339.4pp | 35.59%+326.3pp |
| Employer contribution / active EE | $517 | $669-22.8% | $1,039-50.3% | $2,755-81.2% |
| Participant deferral / active EE | $2,174 | $1,226+77.3% | $1,952+11.4% | $4,296-49.4% |
| Admin fee / account holder | $2 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |