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 6-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 | $204,999 | $121,625+68.5% | $104,607+96.0% | $158,922+29.0% |
| Participation rate | 14.3% | 77.5%-63.2pp | 74.1%-59.8pp | 82.0%-67.7pp |
| Annual return | 39.50% | 465.26%-425.8pp | 340.46%-301.0pp | 302.83%-263.3pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $140 | $7,787-98.2% | $6,473-97.8% | $11,246-98.8% |