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 7-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 | $181,599 | $156,846+15.8% | $121,098+50.0% | $139,434+30.2% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 31.40% | 1474.56%-1443.2pp | 985.75%-954.3pp | 372.94%-341.5pp |
| Employer contribution / active EE | $2,858 | $5,536-48.4% | $4,164-31.4% | $4,751-39.9% |
| Participant deferral / active EE | $5,940 | $4,844+22.6% | $4,080+45.6% | $6,710-11.5% |
| Admin fee / account holder | $201 | $6,946-97.1% | $5,644-96.4% | $11,403-98.2% |