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 | $189,862 | $198,466-4.3% | $170,442+11.4% | $147,584+28.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 36.41% | 257.29%-220.9pp | 205.93%-169.5pp | 578.55%-542.1pp |
| Employer contribution / active EE | $3,086 | $6,184-50.1% | $5,433-43.2% | $4,876-36.7% |
| Participant deferral / active EE | $6,420 | $5,629+14.0% | $4,939+30.0% | $5,439+18.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |