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 | $134,783 | $109,817+22.7% | $98,442+36.9% | $167,490-19.5% |
| Participation rate | 52.9% | 75.8%-22.9pp | 73.3%-20.4pp | 82.1%-29.2pp |
| Annual return | 11.75% | 1956.69%-1944.9pp | 1492.73%-1481.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,838 | $3,224-43.0% | $2,960-37.9% | $4,837-62.0% |
| Participant deferral / active EE | $6,017 | $4,673+28.8% | $4,276+40.7% | $6,341-5.1% |
| Admin fee / account holder | $8 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |