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 | $176,919 | $115,770+52.8% | $101,248+74.7% | $158,922+11.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 24.28% | 56.14%-31.9pp | 46.47%-22.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,440 | $4,175-65.5% | $3,660-60.7% | $4,761-69.8% |
| Participant deferral / active EE | $9,000 | $4,957+81.6% | $4,370+105.9% | $5,982+50.4% |
| Admin fee / account holder | $60 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |