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 | $224,173 | $165,984+35.1% | $164,813+36.0% | $145,922+53.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.91% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,162 | $5,273-78.0% | $4,341-73.2% | $4,660-75.1% |
| Participant deferral / active EE | $2,960 | $6,959-57.5% | $6,031-50.9% | $6,688-55.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |