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 | $137,915 | $70,756+94.9% | $65,493+110.6% | $142,382-3.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 14.72% | 1754.89%-1740.2pp | 982.45%-967.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,257 | $2,881-21.6% | $2,574-12.3% | $4,299-47.5% |
| Participant deferral / active EE | $5,275 | $4,637+13.8% | $3,961+33.2% | $6,507-18.9% |
| Admin fee / account holder | $151 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |