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 | $178,627 | $105,998+68.5% | $92,233+93.7% | $147,584+21.0% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 25.37% | 50.05%-24.7pp | 176.28%-150.9pp | 578.55%-553.2pp |
| Employer contribution / active EE | $802 | $4,333-81.5% | $3,679-78.2% | $4,876-83.6% |
| Participant deferral / active EE | $3,461 | $4,478-22.7% | $3,897-11.2% | $5,439-36.4% |
| Admin fee / account holder | $222 | $6,332-96.5% | $5,194-95.7% | $10,885-98.0% |