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 | $151,570 | $83,902+80.7% | $167,512-9.5% | $84,808+78.7% |
| Participation rate | 24.3% | 66.5%-42.2pp | 77.1%-52.8pp | 68.3%-44.0pp |
| Annual return | 13.45% | 91.55%-78.1pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,559 | $2,264-31.1% | $3,882-59.8% | $2,631-40.8% |
| Participant deferral / active EE | $3,984 | $4,442-10.3% | $6,405-37.8% | $4,212-5.4% |
| Admin fee / account holder | $0 | $7,915-100.0% | $9,769-100.0% | $7,344-100.0% |