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 | $201,379 | $96,635+108.4% | $86,612+132.5% | $139,434+44.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 11.71% | 106.41%-94.7pp | 591.07%-579.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,373 | $3,263-57.9% | $3,022-54.6% | $4,751-71.1% |
| Participant deferral / active EE | $7,478 | $4,836+54.6% | $4,438+68.5% | $6,710+11.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |