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 | $229,514 | $99,020+131.8% | $86,590+165.1% | $147,584+55.5% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 21.08% | 1312.34%-1291.3pp | 964.84%-943.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,242 | $3,132-60.4% | $2,839-56.3% | $4,876-74.5% |
| Participant deferral / active EE | $6,750 | $3,972+69.9% | $3,609+87.1% | $5,439+24.1% |
| Admin fee / account holder | $242 | $5,710-95.8% | $4,906-95.1% | $10,885-97.8% |