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 | $98,210 | $202,318-51.5% | $172,739-43.1% | $152,861-35.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 26.95% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,617 | $5,856-72.4% | $5,143-68.6% | $4,762-66.0% |
| Participant deferral / active EE | $5,353 | $5,948-10.0% | $5,198+3.0% | $5,850-8.5% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |