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 | $190,960 | $107,334+77.9% | $92,893+105.6% | $152,861+24.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 20.91% | 145.58%-124.7pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,716 | $4,221-59.4% | $3,653-53.0% | $4,762-64.0% |
| Participant deferral / active EE | $4,278 | $4,845-11.7% | $4,236+1.0% | $5,850-26.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |