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 | $176,579 | $158,398+11.5% | $126,539+39.5% | $142,382+24.0% |
| Participation rate | 33.3% | 75.8%-42.5pp | 69.8%-36.5pp | 80.1%-46.8pp |
| Annual return | 13.97% | 593.76%-579.8pp | 425.95%-412.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,394 | $4,650-48.5% | $3,674-34.8% | $4,299-44.3% |
| Participant deferral / active EE | $3,917 | $4,767-17.8% | $4,083-4.1% | $6,507-39.8% |
| Admin fee / account holder | $83 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |