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 | $228,305 | $202,318+12.8% | $172,739+32.2% | $152,861+49.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 18.49% | 1029.65%-1011.2pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,266 | $5,856-61.3% | $5,143-55.9% | $4,762-52.4% |
| Participant deferral / active EE | $3,906 | $5,948-34.3% | $5,198-24.8% | $5,850-33.2% |
| Admin fee / account holder | $136 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |