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 | $74,173 | $112,096-33.8% | $95,952-22.7% | $158,922-53.3% |
| Participation rate | 29.2% | 79.0%-49.8pp | 77.1%-47.9pp | 82.0%-52.8pp |
| Annual return | 27.94% | 171.09%-143.1pp | 91.61%-63.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,921 | $3,198-39.9% | $2,541-24.4% | $4,761-59.6% |
| Participant deferral / active EE | $5,501 | $4,784+15.0% | $4,167+32.0% | $5,982-8.0% |
| Admin fee / account holder | $4 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |