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 | $185,991 | $183,963+1.1% | $162,163+14.7% | $152,861+21.7% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.6%-23.9pp | 82.4%-18.8pp |
| Annual return | 31.45% | 150.76%-119.3pp | 115.59%-84.1pp | 345.32%-313.9pp |
| Employer contribution / active EE | $8,730 | $6,371+37.0% | $5,614+55.5% | $4,762+83.3% |
| Participant deferral / active EE | $5,209 | $8,034-35.2% | $7,298-28.6% | $5,850-11.0% |
| Admin fee / account holder | $2 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |