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 | $115,617 | $112,881+2.4% | $90,951+27.1% | $158,922-27.2% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 15.67% | 215.79%-200.1pp | 134.60%-118.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,187 | $2,893-59.0% | $2,122-44.1% | $4,761-75.1% |
| Participant deferral / active EE | $2,367 | $4,128-42.7% | $3,373-29.8% | $5,982-60.4% |
| Admin fee / account holder | $6 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |