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 | $248,339 | $217,402+14.2% | $185,823+33.6% | $167,490+48.3% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 22.77% | 148.36%-125.6pp | 122.05%-99.3pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,632 | $5,873-72.2% | $5,167-68.4% | $4,837-66.3% |
| Participant deferral / active EE | $3,090 | $6,356-51.4% | $5,568-44.5% | $6,341-51.3% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |