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 | $171,060 | $104,664+63.4% | $85,682+99.6% | $167,490+2.1% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 9.33% | 21.45%-12.1pp | 21.49%-12.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,667 | $3,337-20.1% | $2,618+1.9% | $4,837-44.9% |
| Participant deferral / active EE | $5,341 | $4,824+10.7% | $3,923+36.2% | $6,341-15.8% |
| Admin fee / account holder | $10 | $10,032-99.9% | $6,873-99.9% | $12,309-99.9% |