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 | $149,679 | $210,648-28.9% | $177,989-15.9% | $145,922+2.6% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 19.16% | 385.86%-366.7pp | 294.48%-275.3pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,952 | $4,565-57.2% | $3,949-50.6% | $4,660-58.1% |
| Participant deferral / active EE | $2,581 | $6,958-62.9% | $6,276-58.9% | $6,688-61.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |