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 | $237,719 | $152,509+55.9% | $117,472+102.4% | $134,475+76.8% |
| Participation rate | 30.0% | 77.1%-47.1pp | 70.6%-40.6pp | 81.2%-51.2pp |
| Annual return | 132.98% | 52.99%+80.0pp | 29.74%+103.2pp | 417.96%-285.0pp |
| Employer contribution / active EE | $806 | $5,571-85.5% | $4,176-80.7% | $4,740-83.0% |
| Participant deferral / active EE | $2,623 | $4,818-45.6% | $4,070-35.6% | $6,400-59.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |