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 | $248,180 | $108,642+128.4% | $74,701+232.2% | $152,861+62.4% |
| Participation rate | 14.3% | 65.3%-51.1pp | 54.5%-40.2pp | 82.4%-68.2pp |
| Annual return | 12.80% | 114.06%-101.3pp | 752.92%-740.1pp | 345.32%-332.5pp |
| Employer contribution / active EE | $320 | $1,503-78.7% | $1,084-70.5% | $4,762-93.3% |
| Participant deferral / active EE | $3,571 | $2,712+31.7% | $1,964+81.9% | $5,850-39.0% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |