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 | $159,236 | $96,635+64.8% | $86,612+83.8% | $139,434+14.2% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 15.08% | 106.41%-91.3pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $607 | $3,263-81.4% | $3,022-79.9% | $4,751-87.2% |
| Participant deferral / active EE | $3,865 | $4,836-20.1% | $4,438-12.9% | $6,710-42.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |