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 | $240,939 | $124,185+94.0% | $108,410+122.2% | $167,490+43.9% |
| Participation rate | 33.3% | 82.3%-48.9pp | 80.1%-46.8pp | 82.1%-48.8pp |
| Annual return | 10.87% | 1379.64%-1368.8pp | 905.27%-894.4pp | 478.56%-467.7pp |
| Employer contribution / active EE | $898 | $4,187-78.6% | $3,558-74.8% | $4,837-81.4% |
| Participant deferral / active EE | $3,051 | $6,908-55.8% | $6,563-53.5% | $6,341-51.9% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |