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 | $141,356 | $107,934+31.0% | $91,989+53.7% | $152,861-7.5% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 29.95% | 89.24%-59.3pp | 69.02%-39.1pp | 345.32%-315.4pp |
| Employer contribution / active EE | $5,761 | $4,210+36.8% | $3,452+66.9% | $4,762+21.0% |
| Participant deferral / active EE | $14,273 | $6,364+124.3% | $5,923+141.0% | $5,850+144.0% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |