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 | $132,768 | $77,419+71.5% | $69,455+91.2% | $152,861-13.1% |
| Participation rate | 52.2% | 78.1%-25.9pp | 74.6%-22.4pp | 82.4%-30.3pp |
| Annual return | 20.73% | 39.06%-18.3pp | 28.97%-8.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,718 | $4,414-38.4% | $3,535-23.1% | $5,850-53.5% |
| Admin fee / account holder | $27 | $6,207-99.6% | $3,839-99.3% | $11,596-99.8% |