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 | $139,982 | $226,064-38.1% | $182,532-23.3% | $152,861-8.4% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.4%-53.9pp |
| Annual return | 25.08% | 192.51%-167.4pp | 148.54%-123.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,299 | $4,978-53.8% | $4,076-43.6% | $4,762-51.7% |
| Participant deferral / active EE | $2,869 | $6,368-55.0% | $5,524-48.1% | $5,850-51.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |