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 | $230,665 | $169,032+36.5% | $129,207+78.5% | $145,922+58.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 301.81% | 14330.11%-14028.3pp | 9417.33%-9115.5pp | 561.29%-259.5pp |
| Employer contribution / active EE | $2,000 | $5,537-63.9% | $4,153-51.8% | $4,660-57.1% |
| Participant deferral / active EE | $3,800 | $4,987-23.8% | $4,168-8.8% | $6,688-43.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |