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 | $181,144 | $180,449+0.4% | $154,107+17.5% | $135,375+33.8% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -8.54% | 888.09%-896.6pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,575 | $6,035-73.9% | $5,298-70.3% | $4,779-67.0% |
| Participant deferral / active EE | $5,398 | $5,806-7.0% | $5,081+6.2% | $5,609-3.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |