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 | $217,131 | $103,376+110.0% | $87,100+149.3% | $152,861+42.0% |
| Participation rate | 22.2% | 79.3%-57.1pp | 76.9%-54.6pp | 82.4%-60.2pp |
| Annual return | 22.53% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $723 | $3,220-77.6% | $2,521-71.3% | $4,762-84.8% |
| Participant deferral / active EE | $5,722 | $4,778+19.8% | $4,049+41.3% | $5,850-2.2% |
| Admin fee / account holder | $15 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |