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 | $192,342 | $202,432-5.0% | $169,368+13.6% | $139,434+37.9% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 14.60% | 531.74%-517.1pp | 405.60%-391.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,969 | $4,692-58.0% | $4,013-50.9% | $4,751-58.6% |
| Participant deferral / active EE | $2,747 | $6,938-60.4% | $6,221-55.8% | $6,710-59.1% |
| Admin fee / account holder | $5 | $10,708-100.0% | $9,003-99.9% | $11,403-100.0% |