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 | $144,103 | $109,327+31.8% | $89,391+61.2% | $158,922-9.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 18.26% | 345.68%-327.4pp | 245.62%-227.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $739 | $3,170-76.7% | $2,586-71.4% | $4,761-84.5% |
| Participant deferral / active EE | $8,663 | $4,598+88.4% | $3,890+122.7% | $5,982+44.8% |
| Admin fee / account holder | $60 | $6,153-99.0% | $4,881-98.8% | $11,246-99.5% |