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 | $199,446 | $100,852+97.8% | $90,404+120.6% | $158,922+25.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 14.29% | 1724.20%-1709.9pp | 1293.02%-1278.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,864 | $3,689-22.4% | $3,262-12.2% | $4,761-39.9% |
| Participant deferral / active EE | $8,743 | $4,348+101.1% | $3,963+120.6% | $5,982+46.1% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |