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 | $159,466 | $109,327+45.9% | $89,391+78.4% | $158,922+0.3% |
| Participation rate | 7.7% | 74.3%-66.6pp | 68.0%-60.3pp | 82.0%-74.3pp |
| Annual return | 26.69% | 345.68%-319.0pp | 245.62%-218.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $635 | $3,170-80.0% | $2,586-75.5% | $4,761-86.7% |
| Participant deferral / active EE | $2,923 | $4,598-36.4% | $3,890-24.9% | $5,982-51.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |