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 | $225,579 | $202,318+11.5% | $172,739+30.6% | $152,861+47.6% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 18.61% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,635 | $5,856-72.1% | $5,143-68.2% | $4,762-65.7% |
| Participant deferral / active EE | $4,195 | $5,948-29.5% | $5,198-19.3% | $5,850-28.3% |
| Admin fee / account holder | -$285 | $17,109-101.7% | $13,954-102.0% | $11,596-102.5% |