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 | $148,954 | $135,635+9.8% | $110,238+35.1% | $135,375+10.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | 14.70% | 513.19%-498.5pp | 314.74%-300.0pp | 519.73%-505.0pp |
| Employer contribution / active EE | $1,572 | $4,906-68.0% | $3,826-58.9% | $4,779-67.1% |
| Participant deferral / active EE | $4,905 | $5,506-10.9% | $4,672+5.0% | $5,609-12.5% |
| Admin fee / account holder | $254 | $11,457-97.8% | $8,547-97.0% | $10,827-97.7% |