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 | $238,915 | $202,318+18.1% | $172,739+38.3% | $152,861+56.3% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 23.28% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,482 | $5,856-74.7% | $5,143-71.2% | $4,762-68.9% |
| Participant deferral / active EE | $6,313 | $5,948+6.1% | $5,198+21.5% | $5,850+7.9% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |