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 | $111,163 | $96,305+15.4% | $80,569+38.0% | $139,434-20.3% |
| Participation rate | 57.9% | 73.6%-15.7pp | 67.0%-9.1pp | 80.3%-22.4pp |
| Annual return | 17.01% | 1350.08%-1333.1pp | 935.43%-918.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,674 | $3,262-48.7% | $2,723-38.5% | $4,751-64.8% |
| Participant deferral / active EE | $4,028 | $5,232-23.0% | $4,447-9.4% | $6,710-40.0% |
| Admin fee / account holder | $18 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |