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 | $215,067 | $180,449+19.2% | $154,107+39.6% | $135,375+58.9% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -8.14% | 888.09%-896.2pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,632 | $6,035-73.0% | $5,298-69.2% | $4,779-65.9% |
| Participant deferral / active EE | $2,070 | $5,806-64.4% | $5,081-59.3% | $5,609-63.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |