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 | $209,647 | $171,865+22.0% | $149,718+40.0% | $147,584+42.1% |
| Participation rate | 64.3% | 88.2%-23.9pp | 87.1%-22.8pp | 82.8%-18.5pp |
| Annual return | 14.04% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,969 | $6,275-52.7% | $5,445-45.5% | $4,876-39.1% |
| Participant deferral / active EE | $5,148 | $7,271-29.2% | $6,569-21.6% | $5,439-5.3% |
| Admin fee / account holder | $213 | $13,799-98.5% | $11,283-98.1% | $10,885-98.0% |