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 | $243,551 | $112,096+117.3% | $95,952+153.8% | $158,922+53.3% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 6.66% | 171.09%-164.4pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $1,815 | $3,198-43.3% | $2,541-28.6% | $4,761-61.9% |
| Participant deferral / active EE | $3,466 | $4,784-27.6% | $4,167-16.8% | $5,982-42.1% |
| Admin fee / account holder | $125 | $10,130-98.8% | $6,795-98.2% | $11,246-98.9% |