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 | $155,821 | $202,318-23.0% | $172,739-9.8% | $152,861+1.9% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 24.66% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,043 | $5,856-48.0% | $5,143-40.8% | $4,762-36.1% |
| Participant deferral / active EE | $12,748 | $5,948+114.3% | $5,198+145.3% | $5,850+117.9% |
| Admin fee / account holder | $57 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |