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 | $194,551 | $209,411-7.1% | $178,490+9.0% | $158,922+22.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 9.69% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $5,917 | $5,706+3.7% | $5,011+18.1% | $4,761+24.3% |
| Participant deferral / active EE | $5,167 | $5,954-13.2% | $5,202-0.7% | $5,982-13.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |