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 | $132,372 | $99,020+33.7% | $86,590+52.9% | $147,584-10.3% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 21.61% | 1312.34%-1290.7pp | 964.84%-943.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $744 | $3,132-76.2% | $2,839-73.8% | $4,876-84.7% |
| Participant deferral / active EE | $4,114 | $3,972+3.6% | $3,609+14.0% | $5,439-24.4% |
| Admin fee / account holder | $94 | $5,710-98.4% | $4,906-98.1% | $10,885-99.1% |