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 | $115,492 | $111,724+3.4% | $93,606+23.4% | $145,922-20.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 19.49% | 202.98%-183.5pp | 133.20%-113.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,025 | $3,090-66.8% | $2,420-57.6% | $4,660-78.0% |
| Participant deferral / active EE | $2,949 | $4,912-40.0% | $4,411-33.2% | $6,688-55.9% |
| Admin fee / account holder | $47 | $10,250-99.5% | $8,285-99.4% | $13,397-99.7% |