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 | $169,219 | $165,335+2.3% | $149,696+13.0% | $158,922+6.5% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 13.26% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,118 | $5,103-58.5% | $4,644-54.4% | $4,761-55.5% |
| Participant deferral / active EE | $3,090 | $7,181-57.0% | $6,842-54.8% | $5,982-48.3% |
| Admin fee / account holder | $200 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |