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 | $131,900 | $105,998+24.4% | $92,233+43.0% | $147,584-10.6% |
| Participation rate | 31.6% | 80.4%-48.8pp | 76.5%-44.9pp | 82.8%-51.2pp |
| Annual return | 11.45% | 50.05%-38.6pp | 176.28%-164.8pp | 578.55%-567.1pp |
| Employer contribution / active EE | $852 | $4,333-80.3% | $3,679-76.8% | $4,876-82.5% |
| Participant deferral / active EE | $3,733 | $4,478-16.6% | $3,897-4.2% | $5,439-31.4% |
| Admin fee / account holder | $297 | $6,332-95.3% | $5,194-94.3% | $10,885-97.3% |