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 | $162,350 | $107,334+51.3% | $92,893+74.8% | $152,861+6.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 23.41% | 145.58%-122.2pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $5,081 | $4,221+20.4% | $3,653+39.1% | $4,762+6.7% |
| Participant deferral / active EE | $4,497 | $4,845-7.2% | $4,236+6.1% | $5,850-23.1% |
| Admin fee / account holder | $58 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |