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 | $209,661 | $107,334+95.3% | $92,893+125.7% | $152,861+37.2% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.4%-40.8pp |
| Annual return | 20.47% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,740 | $4,221-58.8% | $3,653-52.4% | $4,762-63.5% |
| Participant deferral / active EE | $6,295 | $4,845+29.9% | $4,236+48.6% | $5,850+7.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |