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 | $208,413 | $180,449+15.5% | $154,107+35.2% | $135,375+54.0% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -5.47% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,546 | $6,035-74.4% | $5,298-70.8% | $4,779-67.7% |
| Participant deferral / active EE | $5,844 | $5,806+0.7% | $5,081+15.0% | $5,609+4.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |