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 | $169,297 | $102,828+64.6% | $105,387+60.6% | $152,861+10.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 22.80% | 20.85%+1.9pp | 26.82%-4.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,071 | $5,465-25.5% | $5,502-26.0% | $5,850-30.4% |
| Admin fee / account holder | $5 | $8,683-99.9% | $6,559-99.9% | $11,596-100.0% |