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 9-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 | $191,401 | $94,529+102.5% | $140,016+36.7% | $64,186+198.2% |
| Participation rate | 11.4% | 84.1%-72.7pp | 87.5%-76.1pp | 69.6%-58.1pp |
| Annual return | 3.97% | 7.77%-3.8pp | 651.12%-647.2pp | 7.63%-3.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |