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 | $167,767 | $112,096+49.7% | $95,952+74.8% | $158,922+5.6% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 405.63% | 171.09%+234.5pp | 91.61%+314.0pp | 302.83%+102.8pp |
| Employer contribution / active EE | $1,823 | $3,198-43.0% | $2,541-28.2% | $4,761-61.7% |
| Participant deferral / active EE | $6,500 | $4,784+35.9% | $4,167+56.0% | $5,982+8.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |