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 | $120,371 | $109,327+10.1% | $89,391+34.7% | $158,922-24.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 18.40% | 345.68%-327.3pp | 245.62%-227.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $940 | $3,170-70.3% | $2,586-63.6% | $4,761-80.3% |
| Participant deferral / active EE | $4,660 | $4,598+1.3% | $3,890+19.8% | $5,982-22.1% |
| Admin fee / account holder | $59 | $6,153-99.0% | $4,881-98.8% | $11,246-99.5% |