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 8-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 | $119,142 | $100,852+18.1% | $90,404+31.8% | $158,922-25.0% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.7%-51.3pp | 82.0%-60.5pp |
| Annual return | 15.49% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $430 | $3,689-88.3% | $3,262-86.8% | $4,761-91.0% |
| Participant deferral / active EE | $1,668 | $4,348-61.6% | $3,963-57.9% | $5,982-72.1% |
| Admin fee / account holder | $259 | $6,501-96.0% | $5,611-95.4% | $11,246-97.7% |