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 | $177,015 | $136,179+30.0% | $98,755+79.2% | $167,490+5.7% |
| Participation rate | 45.5% | 70.2%-24.8pp | 65.7%-20.3pp | 82.1%-36.7pp |
| Annual return | 15.69% | 67.53%-51.8pp | 49.91%-34.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,772 | $2,631+5.3% | $2,067+34.1% | $4,837-42.7% |
| Participant deferral / active EE | $4,934 | $3,716+32.8% | $3,035+62.6% | $6,341-22.2% |
| Admin fee / account holder | $9 | $5,031-99.8% | $4,076-99.8% | $12,309-99.9% |