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 5-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 | $215,872 | $214,378+0.7% | $200,582+7.6% | $142,382+51.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 21.16% | 46.41%-25.2pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,250 | $9,865-16.4% | $9,331-11.6% | $6,507+26.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |