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 | $201,102 | $165,984+21.2% | $164,813+22.0% | $145,922+37.8% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.0pp | 80.3%-51.7pp |
| Annual return | 20.07% | 100.03%-80.0pp | 69.93%-49.9pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,532 | $5,273-70.9% | $4,341-64.7% | $4,660-67.1% |
| Participant deferral / active EE | $3,350 | $6,959-51.9% | $6,031-44.5% | $6,688-49.9% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |