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 | $165,290 | $100,852+63.9% | $90,404+82.8% | $158,922+4.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 23.09% | 1724.20%-1701.1pp | 1293.02%-1269.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,040 | $3,689-71.8% | $3,262-68.1% | $4,761-78.2% |
| Participant deferral / active EE | $1,300 | $4,348-70.1% | $3,963-67.2% | $5,982-78.3% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |