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 | $146,956 | $226,064-35.0% | $182,532-19.5% | $152,861-3.9% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.0%-47.2pp | 82.4%-51.7pp |
| Annual return | 25.44% | 192.51%-167.1pp | 148.54%-123.1pp | 345.32%-319.9pp |
| Employer contribution / active EE | $701 | $4,978-85.9% | $4,076-82.8% | $4,762-85.3% |
| Participant deferral / active EE | $2,682 | $6,368-57.9% | $5,524-51.4% | $5,850-54.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |