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 | $188,027 | $209,411-10.2% | $178,490+5.3% | $158,922+18.3% |
| Participation rate | 43.8% | 86.3%-42.6pp | 81.9%-38.2pp | 82.0%-38.2pp |
| Annual return | 25.49% | 188.75%-163.3pp | 151.07%-125.6pp | 302.83%-277.3pp |
| Employer contribution / active EE | $5,563 | $5,706-2.5% | $5,011+11.0% | $4,761+16.8% |
| Participant deferral / active EE | $3,188 | $5,954-46.5% | $5,202-38.7% | $5,982-46.7% |
| Admin fee / account holder | $172 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |