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 | $191,150 | $183,519+4.2% | $155,509+22.9% | $145,922+31.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.33% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-550.0pp |
| Employer contribution / active EE | $23,000 | $5,313+332.9% | $4,672+392.2% | $4,660+393.6% |
| Participant deferral / active EE | $16,583 | $6,462+156.6% | $5,626+194.8% | $6,688+148.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |