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 | $190,997 | $202,432-5.6% | $169,368+12.8% | $139,434+37.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 26.63% | 531.74%-505.1pp | 405.60%-379.0pp | 372.94%-346.3pp |
| Employer contribution / active EE | $6,664 | $4,692+42.0% | $4,013+66.1% | $4,751+40.3% |
| Participant deferral / active EE | $13,328 | $6,938+92.1% | $6,221+114.2% | $6,710+98.6% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |