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 | $230,913 | $138,044+67.3% | $125,339+84.2% | $134,475+71.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.76% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $1,027 | $5,243-80.4% | $4,814-78.7% | $4,740-78.3% |
| Participant deferral / active EE | $9,000 | $7,799+15.4% | $7,446+20.9% | $6,400+40.6% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |