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 | $142,996 | $202,318-29.3% | $172,739-17.2% | $152,861-6.5% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 20.67% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,783 | $5,856-69.6% | $5,143-65.3% | $4,762-62.6% |
| Participant deferral / active EE | $3,686 | $5,948-38.0% | $5,198-29.1% | $5,850-37.0% |
| Admin fee / account holder | $115 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |