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 5-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 | $180,546 | $96,305+87.5% | $80,569+124.1% | $139,434+29.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 43.82% | 1350.08%-1306.3pp | 935.43%-891.6pp | 372.94%-329.1pp |
| Employer contribution / active EE | $617 | $3,262-81.1% | $2,723-77.3% | $4,751-87.0% |
| Participant deferral / active EE | $1,162 | $5,232-77.8% | $4,447-73.9% | $6,710-82.7% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |