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 | $182,960 | $150,440+21.6% | $136,294+34.2% | $147,584+24.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.67% | 1049.08%-1025.4pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $3,389 | $5,256-35.5% | $4,695-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $16,333 | $6,630+146.3% | $6,247+161.5% | $5,439+200.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |