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 | $152,659 | $127,264+20.0% | $109,895+38.9% | $167,490-8.9% |
| Participation rate | 10.0% | 77.9%-67.9pp | 74.2%-64.2pp | 82.1%-72.1pp |
| Annual return | 18.33% | 22.97%-4.6pp | 29.45%-11.1pp | 478.56%-460.2pp |
| Employer contribution / active EE | $617 | $3,322-81.4% | $2,842-78.3% | $4,837-87.2% |
| Participant deferral / active EE | $1,983 | $4,514-56.1% | $4,048-51.0% | $6,341-68.7% |
| Admin fee / account holder | $120 | $7,114-98.3% | $6,066-98.0% | $12,309-99.0% |