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 6-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 | $240,183 | $202,432+18.6% | $169,368+41.8% | $139,434+72.3% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 20.57% | 531.74%-511.2pp | 405.60%-385.0pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,920 | $4,692-59.1% | $4,013-52.2% | $4,751-59.6% |
| Participant deferral / active EE | $7,500 | $6,938+8.1% | $6,221+20.6% | $6,710+11.8% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |