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 10-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 | $164,271 | $217,402-24.4% | $185,823-11.6% | $167,490-1.9% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 10.70% | 148.36%-137.7pp | 122.05%-111.3pp | 478.56%-467.9pp |
| Employer contribution / active EE | $7,488 | $5,873+27.5% | $5,167+44.9% | $4,837+54.8% |
| Participant deferral / active EE | $5,103 | $6,356-19.7% | $5,568-8.3% | $6,341-19.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |