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 | $187,541 | $138,065+35.8% | $123,544+51.8% | $135,375+38.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -3.49% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,966 | $5,151-61.8% | $4,628-57.5% | $4,779-58.9% |
| Participant deferral / active EE | $12,146 | $6,799+78.6% | $6,426+89.0% | $5,609+116.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |