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 | $240,186 | $183,519+30.9% | $155,509+54.5% | $145,922+64.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.92% | 61.17%-42.2pp | 64.67%-45.7pp | 561.29%-542.4pp |
| Employer contribution / active EE | $16,748 | $5,313+215.2% | $4,672+258.4% | $4,660+259.4% |
| Participant deferral / active EE | $15,250 | $6,462+136.0% | $5,626+171.1% | $6,688+128.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |