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 9-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 | $198,172 | $111,724+77.4% | $93,606+111.7% | $145,922+35.8% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 11.32% | 202.98%-191.7pp | 133.20%-121.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,473 | $3,090+12.4% | $2,420+43.5% | $4,660-25.5% |
| Participant deferral / active EE | $9,989 | $4,912+103.4% | $4,411+126.4% | $6,688+49.4% |
| Admin fee / account holder | $5 | $10,250-100.0% | $8,285-99.9% | $13,397-100.0% |