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 | $168,571 | $100,773+67.3% | $88,946+89.5% | $142,382+18.4% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.8%-31.3pp | 80.1%-42.6pp |
| Annual return | 17.14% | 70.18%-53.0pp | 57.82%-40.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $324 | $2,918-88.9% | $2,555-87.3% | $4,299-92.5% |
| Participant deferral / active EE | $3,780 | $5,230-27.7% | $4,581-17.5% | $6,507-41.9% |
| Admin fee / account holder | $156 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |