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 | $113,818 | $202,318-43.7% | $172,739-34.1% | $152,861-25.5% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.4%-44.9pp |
| Annual return | 25.72% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,387 | $5,856-59.2% | $5,143-53.6% | $4,762-49.9% |
| Participant deferral / active EE | $3,692 | $5,948-37.9% | $5,198-29.0% | $5,850-36.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |