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 9-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 | $195,374 | $183,519+6.5% | $155,509+25.6% | $145,922+33.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.99% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,553 | $5,313-51.9% | $4,672-45.4% | $4,660-45.2% |
| Participant deferral / active EE | $6,490 | $6,462+0.4% | $5,626+15.4% | $6,688-3.0% |
| Admin fee / account holder | $5 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |