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 | $218,146 | $185,822+17.4% | $169,993+28.3% | $139,434+56.5% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 38.30% | 60.50%-22.2pp | 53.37%-15.1pp | 372.94%-334.6pp |
| Employer contribution / active EE | $2,535 | $7,590-66.6% | $6,785-62.6% | $4,751-46.6% |
| Participant deferral / active EE | $7,583 | $11,622-34.8% | $10,408-27.1% | $6,710+13.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |