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 | $143,370 | $115,770+23.8% | $101,248+41.6% | $158,922-9.8% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 28.09% | 56.14%-28.1pp | 46.47%-18.4pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,356 | $4,175-67.5% | $3,660-62.9% | $4,761-71.5% |
| Participant deferral / active EE | $2,908 | $4,957-41.3% | $4,370-33.5% | $5,982-51.4% |
| Admin fee / account holder | $91 | $7,245-98.7% | $5,945-98.5% | $11,246-99.2% |