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 | $130,432 | $109,327+19.3% | $89,391+45.9% | $158,922-17.9% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 15.91% | 345.68%-329.8pp | 245.62%-229.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $947 | $3,170-70.1% | $2,586-63.4% | $4,761-80.1% |
| Participant deferral / active EE | $3,982 | $4,598-13.4% | $3,890+2.4% | $5,982-33.4% |
| Admin fee / account holder | $12 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |