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 | $220,052 | $165,335+33.1% | $149,696+47.0% | $158,922+38.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 23.74% | 348.15%-324.4pp | 276.60%-252.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,306 | $5,103-74.4% | $4,644-71.9% | $4,761-72.6% |
| Participant deferral / active EE | $7,477 | $7,181+4.1% | $6,842+9.3% | $5,982+25.0% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |