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 | $198,550 | $118,680+67.3% | $98,907+100.7% | $158,922+24.9% |
| Participation rate | 69.2% | 77.8%-8.6pp | 76.0%-6.8pp | 82.0%-12.7pp |
| Annual return | 17.01% | 372.35%-355.3pp | 196.43%-179.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,034 | $5,088+18.6% | $4,244+42.2% | $5,982+0.9% |
| Admin fee / account holder | $117 | $10,131-98.8% | $6,642-98.2% | $11,246-99.0% |