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 | $241,182 | $111,724+115.9% | $93,606+157.7% | $145,922+65.3% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.6pp |
| Annual return | 9.59% | 202.98%-193.4pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,931 | $3,090-37.5% | $2,420-20.2% | $4,660-58.6% |
| Participant deferral / active EE | $6,907 | $4,912+40.6% | $4,411+56.6% | $6,688+3.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |