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 | $167,205 | $176,662-5.4% | $130,648+28.0% | $152,861+9.4% |
| Participation rate | 9.1% | 79.0%-69.9pp | 71.7%-62.7pp | 82.4%-73.4pp |
| Annual return | 15.63% | 2692.24%-2676.6pp | 1708.96%-1693.3pp | 345.32%-329.7pp |
| Employer contribution / active EE | $251 | $5,742-95.6% | $4,092-93.9% | $4,762-94.7% |
| Participant deferral / active EE | $1,627 | $4,361-62.7% | $3,603-54.9% | $5,850-72.2% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |