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 | $233,900 | $150,440+55.5% | $136,294+71.6% | $147,584+58.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 20.96% | 1049.08%-1028.1pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,613 | $5,256-50.3% | $4,695-44.3% | $4,876-46.4% |
| Participant deferral / active EE | $8,689 | $6,630+31.0% | $6,247+39.1% | $5,439+59.8% |
| Admin fee / account holder | $205 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |