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 | $196,633 | $98,240+100.2% | $82,313+138.9% | $147,584+33.2% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 21.89% | 30.85%-9.0pp | 25.88%-4.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,573 | $3,192-50.7% | $2,428-35.2% | $4,876-67.7% |
| Participant deferral / active EE | $10,121 | $4,383+130.9% | $3,706+173.1% | $5,439+86.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |