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 | $149,425 | $117,381+27.3% | $99,443+50.3% | $152,861-2.2% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 19.07% | 31.87%-12.8pp | 30.72%-11.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,991 | $3,013-33.9% | $2,540-21.6% | $4,762-58.2% |
| Participant deferral / active EE | $4,604 | $4,086+12.7% | $3,619+27.2% | $5,850-21.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |