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 | $177,051 | $159,602+10.9% | $150,045+18.0% | $142,382+24.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 28.68% | 70.24%-41.6pp | 62.55%-33.9pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,661 | $4,961-46.4% | $4,693-43.3% | $4,299-38.1% |
| Participant deferral / active EE | $14,126 | $8,310+70.0% | $7,997+76.6% | $6,507+117.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |