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 | $134,408 | $65,041+106.6% | $90,951+47.8% | $79,858+68.3% |
| Participation rate | 32.1% | 61.6%-29.5pp | 69.0%-36.9pp | 69.6%-37.5pp |
| Annual return | 16.47% | 30.45%-14.0pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,829 | $2,512-27.2% | $3,373-45.8% | $3,740-51.1% |
| Admin fee / account holder | $16 | $4,536-99.6% | $5,959-99.7% | $5,306-99.7% |