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 | $130,747 | $105,998+23.3% | $92,233+41.8% | $147,584-11.4% |
| Participation rate | 15.4% | 80.4%-65.0pp | 76.5%-61.1pp | 82.8%-67.4pp |
| Annual return | 23.25% | 50.05%-26.8pp | 176.28%-153.0pp | 578.55%-555.3pp |
| Employer contribution / active EE | $5,538 | $4,333+27.8% | $3,679+50.5% | $4,876+13.6% |
| Participant deferral / active EE | $2,769 | $4,478-38.2% | $3,897-28.9% | $5,439-49.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |