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 | $147,305 | $150,440-2.1% | $136,294+8.1% | $147,584-0.2% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 15.72% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,320 | $5,256-55.9% | $4,695-50.6% | $4,876-52.4% |
| Participant deferral / active EE | $4,404 | $6,630-33.6% | $6,247-29.5% | $5,439-19.0% |
| Admin fee / account holder | $195 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |