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 | $143,551 | $74,888+91.7% | $71,209+101.6% | $142,382+0.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 21.31% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,078 | $2,854-27.2% | $2,721-23.6% | $4,299-51.7% |
| Participant deferral / active EE | $6,152 | $4,454+38.1% | $4,175+47.3% | $6,507-5.5% |
| Admin fee / account holder | $174 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |