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 | $165,076 | $118,680+39.1% | $98,907+66.9% | $158,922+3.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 18.03% | 372.35%-354.3pp | 196.43%-178.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,408 | $3,333-57.8% | $2,689-47.6% | $4,761-70.4% |
| Participant deferral / active EE | $4,771 | $5,088-6.2% | $4,244+12.4% | $5,982-20.2% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |