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 | $211,028 | $176,662+19.5% | $130,648+61.5% | $152,861+38.1% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.4%-57.4pp |
| Annual return | 28.90% | 2692.24%-2663.3pp | 1708.96%-1680.1pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,500 | $5,742-73.9% | $4,092-63.3% | $4,762-68.5% |
| Participant deferral / active EE | $6,250 | $4,361+43.3% | $3,603+73.5% | $5,850+6.8% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |