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 | $100,617 | $118,849-15.3% | $96,562+4.2% | $167,490-39.9% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 12.51% | 50.49%-38.0pp | 37.78%-25.3pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,707 | $3,120-45.3% | $2,356-27.6% | $4,837-64.7% |
| Participant deferral / active EE | $6,721 | $4,616+45.6% | $3,849+74.6% | $6,341+6.0% |
| Admin fee / account holder | $186 | $8,065-97.7% | $6,181-97.0% | $12,309-98.5% |