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 | $190,981 | $172,478+10.7% | $145,661+31.1% | $142,382+34.1% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 16.01% | 151.09%-135.1pp | 101.46%-85.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,176 | $4,899-35.2% | $4,238-25.1% | $4,299-26.1% |
| Participant deferral / active EE | $6,433 | $8,348-22.9% | $7,198-10.6% | $6,507-1.1% |
| Admin fee / account holder | $63 | $16,864-99.6% | $12,466-99.5% | $12,624-99.5% |