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 | $206,576 | $110,502+86.9% | $80,716+155.9% | $167,490+23.3% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 9.40% | 120.54%-111.1pp | 87.28%-77.9pp | 478.56%-469.2pp |
| Employer contribution / active EE | $409 | $1,543-73.5% | $1,160-64.7% | $4,837-91.5% |
| Participant deferral / active EE | $1,877 | $2,871-34.6% | $2,146-12.5% | $6,341-70.4% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |