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 | $114,679 | $183,963-37.7% | $162,163-29.3% | $152,861-25.0% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.4%-19.9pp |
| Annual return | 14.77% | 150.76%-136.0pp | 115.59%-100.8pp | 345.32%-330.5pp |
| Employer contribution / active EE | $4,200 | $6,371-34.1% | $5,614-25.2% | $4,762-11.8% |
| Participant deferral / active EE | $8,625 | $8,034+7.4% | $7,298+18.2% | $5,850+47.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |