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 | $205,618 | $110,502+86.1% | $80,716+154.7% | $167,490+22.8% |
| Participation rate | 20.0% | 64.0%-44.0pp | 54.2%-34.2pp | 82.1%-62.1pp |
| Annual return | 15.69% | 120.54%-104.9pp | 87.28%-71.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $200 | $1,543-87.0% | $1,160-82.8% | $4,837-95.9% |
| Participant deferral / active EE | $3,900 | $2,871+35.9% | $2,146+81.8% | $6,341-38.5% |
| Admin fee / account holder | $60 | $4,545-98.7% | $3,380-98.2% | $12,309-99.5% |