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 9-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 | $208,146 | $156,846+32.7% | $121,098+71.9% | $139,434+49.3% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 20.15% | 1474.56%-1454.4pp | 985.75%-965.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $5,400 | $5,536-2.5% | $4,164+29.7% | $4,751+13.7% |
| Participant deferral / active EE | $520 | $4,844-89.3% | $4,080-87.3% | $6,710-92.3% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |