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 | $138,104 | $109,327+26.3% | $89,391+54.5% | $158,922-13.1% |
| Participation rate | 31.3% | 74.3%-43.0pp | 68.0%-36.7pp | 82.0%-50.7pp |
| Annual return | 20.13% | 345.68%-325.5pp | 245.62%-225.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $517 | $3,170-83.7% | $2,586-80.0% | $4,761-89.1% |
| Participant deferral / active EE | $2,163 | $4,598-53.0% | $3,890-44.4% | $5,982-63.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |