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 | $126,617 | $29,660+326.9% | $56,411+124.5% | $80,856+56.6% |
| Participation rate | 7.7% | 41.6%-34.0pp | 52.5%-44.8pp | 67.6%-59.9pp |
| Annual return | 12.72% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $211 | $669-68.4% | $1,039-79.7% | $2,755-92.3% |
| Participant deferral / active EE | $2,416 | $1,226+97.1% | $1,952+23.8% | $4,296-43.7% |
| Admin fee / account holder | $4 | $2,428-99.8% | $2,829-99.9% | $6,918-99.9% |