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 | $189,187 | $202,432-6.5% | $169,368+11.7% | $139,434+35.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 21.17% | 531.74%-510.6pp | 405.60%-384.4pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,600 | $4,692-65.9% | $4,013-60.1% | $4,751-66.3% |
| Participant deferral / active EE | $6,574 | $6,938-5.2% | $6,221+5.7% | $6,710-2.0% |
| Admin fee / account holder | $40 | $10,708-99.6% | $9,003-99.6% | $11,403-99.6% |