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 | $138,499 | $144,119-3.9% | $117,854+17.5% | $147,584-6.2% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 14.20% | 531.15%-516.9pp | 335.08%-320.9pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,479 | $4,896-49.4% | $3,786-34.5% | $4,876-49.2% |
| Participant deferral / active EE | $5,813 | $5,316+9.3% | $4,482+29.7% | $5,439+6.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |