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 | $210,505 | $107,334+96.1% | $92,893+126.6% | $152,861+37.7% |
| Participation rate | 47.8% | 79.8%-32.0pp | 76.0%-28.2pp | 82.4%-34.6pp |
| Annual return | 18.60% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,006 | $4,221-76.2% | $3,653-72.4% | $4,762-78.9% |
| Participant deferral / active EE | $3,387 | $4,845-30.1% | $4,236-20.0% | $5,850-42.1% |
| Admin fee / account holder | $32 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |