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 | $86,013 | $181,894-52.7% | $156,549-45.1% | $273,961-68.6% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 1002.01% | 30.74%+971.3pp | 32.23%+969.8pp | 41.45%+960.6pp |
| Employer contribution / active EE | $1,556 | $6,248-75.1% | $5,501-71.7% | $4,869-68.0% |
| Participant deferral / active EE | $3,207 | $5,550-42.2% | $4,871-34.2% | $5,287-39.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |