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 | $165,717 | $118,849+39.4% | $96,562+71.6% | $167,490-1.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 12.85% | 50.49%-37.6pp | 37.78%-24.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,709 | $3,120-45.2% | $2,356-27.5% | $4,837-64.7% |
| Participant deferral / active EE | $10,100 | $4,616+118.8% | $3,849+162.4% | $6,341+59.3% |
| Admin fee / account holder | $16 | $8,065-99.8% | $6,181-99.7% | $12,309-99.9% |