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 | $141,947 | $171,865-17.4% | $149,718-5.2% | $147,584-3.8% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 15.28% | 2113.22%-2097.9pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,259 | $6,275-48.1% | $5,445-40.1% | $4,876-33.2% |
| Participant deferral / active EE | $3,986 | $7,271-45.2% | $6,569-39.3% | $5,439-26.7% |
| Admin fee / account holder | $297 | $13,799-97.8% | $11,283-97.4% | $10,885-97.3% |