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 | $125,863 | $70,606+78.3% | $53,898+133.5% | $142,382-11.6% |
| Participation rate | 53.8% | 63.7%-9.9pp | 55.0%-1.1pp | 80.1%-26.3pp |
| Annual return | 16.29% | 619.81%-603.5pp | 528.60%-512.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $606 | $1,202-49.5% | $932-34.9% | $4,299-85.9% |
| Participant deferral / active EE | $3,687 | $2,364+55.9% | $1,826+101.9% | $6,507-43.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |