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 | $194,495 | $165,335+17.6% | $149,696+29.9% | $158,922+22.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 11.99% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $948 | $5,103-81.4% | $4,644-79.6% | $4,761-80.1% |
| Participant deferral / active EE | $13,000 | $7,181+81.0% | $6,842+90.0% | $5,982+117.3% |
| Admin fee / account holder | -$103 | $10,807-101.0% | $9,309-101.1% | $11,246-100.9% |