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 | $221,001 | $111,724+97.8% | $93,606+136.1% | $145,922+51.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 10.22% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,087 | $3,090-64.8% | $2,420-55.1% | $4,660-76.7% |
| Participant deferral / active EE | $2,742 | $4,912-44.2% | $4,411-37.8% | $6,688-59.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |