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 | $123,059 | $105,998+16.1% | $92,233+33.4% | $147,584-16.6% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 19.60% | 50.05%-30.4pp | 176.28%-156.7pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,748 | $4,333-59.6% | $3,679-52.5% | $4,876-64.1% |
| Participant deferral / active EE | $2,649 | $4,478-40.8% | $3,897-32.0% | $5,439-51.3% |
| Admin fee / account holder | $52 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |