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 | $230,608 | $179,726+28.3% | $156,263+47.6% | $142,382+62.0% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.9%-37.2pp | 80.1%-38.5pp |
| Annual return | 20.23% | 77.86%-57.6pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,425 | $5,069-71.9% | $4,333-67.1% | $4,299-66.9% |
| Participant deferral / active EE | $7,201 | $6,956+3.5% | $6,158+16.9% | $6,507+10.7% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |