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 | $196,040 | $176,377+11.1% | $134,143+46.1% | $158,922+23.4% |
| Participation rate | 11.1% | 78.7%-67.6pp | 72.2%-61.1pp | 82.0%-70.8pp |
| Annual return | 8.90% | 63.63%-54.7pp | 36.33%-27.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $150 | $5,040-97.0% | $3,704-96.0% | $4,761-96.9% |
| Participant deferral / active EE | $1,401 | $4,091-65.8% | $3,499-60.0% | $5,982-76.6% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |