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 | $148,858 | $85,766+73.6% | $136,294+9.2% | $70,131+112.3% |
| Participation rate | 69.6% | 74.2%-4.5pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 17.64% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,768 | $2,966-6.7% | $4,695-41.1% | $2,342+18.2% |
| Participant deferral / active EE | $7,441 | $5,051+47.3% | $6,247+19.1% | $3,332+123.3% |
| Admin fee / account holder | $10 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |