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 | $243,306 | $85,022+186.2% | $70,515+245.0% | $139,434+74.5% |
| Participation rate | 23.5% | 73.9%-50.4pp | 68.3%-44.8pp | 80.3%-56.8pp |
| Annual return | 31.71% | 30.38%+1.3pp | 32.77%-1.1pp | 372.94%-341.2pp |
| Employer contribution / active EE | $944 | $3,909-75.9% | $2,973-68.3% | $4,751-80.1% |
| Participant deferral / active EE | $2,308 | $5,890-60.8% | $4,567-49.5% | $6,710-65.6% |
| Admin fee / account holder | $42 | $8,906-99.5% | $6,412-99.3% | $11,403-99.6% |