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 | $152,847 | $183,963-16.9% | $162,163-5.7% | $152,8610% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 24.64% | 150.76%-126.1pp | 115.59%-90.9pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,738 | $6,371-72.7% | $5,614-69.0% | $4,762-63.5% |
| Participant deferral / active EE | $3,825 | $8,034-52.4% | $7,298-47.6% | $5,850-34.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |