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 | $164,098 | $111,724+46.9% | $93,606+75.3% | $145,922+12.5% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 33.64% | 202.98%-169.3pp | 133.20%-99.6pp | 561.29%-527.6pp |
| Employer contribution / active EE | $894 | $3,090-71.1% | $2,420-63.1% | $4,660-80.8% |
| Participant deferral / active EE | $2,235 | $4,912-54.5% | $4,411-49.3% | $6,688-66.6% |
| Admin fee / account holder | $120 | $10,250-98.8% | $8,285-98.6% | $13,397-99.1% |