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 | $138,900 | $112,096+23.9% | $95,952+44.8% | $158,922-12.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 12.85% | 171.09%-158.2pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,201 | $3,198+0.1% | $2,541+26.0% | $4,761-32.8% |
| Participant deferral / active EE | $6,305 | $4,784+31.8% | $4,167+51.3% | $5,982+5.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |