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 | $136,290 | $116,175+17.3% | $93,606+45.6% | $152,861-10.8% |
| Participation rate | 47.4% | 78.0%-30.7pp | 75.8%-28.5pp | 82.4%-35.1pp |
| Annual return | 24.40% | 35.96%-11.6pp | 32.76%-8.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,275 | $3,218-60.4% | $2,718-53.1% | $4,762-73.2% |
| Participant deferral / active EE | $4,586 | $4,603-0.4% | $4,069+12.7% | $5,850-21.6% |
| Admin fee / account holder | $57 | $10,748-99.5% | $7,888-99.3% | $11,596-99.5% |