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 | $174,079 | $158,398+9.9% | $126,539+37.6% | $142,382+22.3% |
| Participation rate | 63.2% | 75.8%-12.6pp | 69.8%-6.7pp | 80.1%-17.0pp |
| Annual return | 13.99% | 593.76%-579.8pp | 425.95%-412.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,215 | $4,650-73.9% | $3,674-66.9% | $4,299-71.7% |
| Participant deferral / active EE | $5,193 | $4,767+8.9% | $4,083+27.2% | $6,507-20.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |