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 | $181,579 | $160,055+13.4% | $140,016+29.7% | $135,375+34.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.51% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,917 | $6,420-39.0% | $5,606-30.1% | $4,779-18.0% |
| Participant deferral / active EE | $6,492 | $7,642-15.0% | $6,927-6.3% | $5,609+15.7% |
| Admin fee / account holder | $101 | $13,328-99.2% | $10,705-99.1% | $10,827-99.1% |