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 | $191,432 | $228,332-16.2% | $185,823+3.0% | $158,922+20.5% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.0%-49.5pp | 82.0%-53.4pp |
| Annual return | 23.73% | 40.80%-17.1pp | 35.95%-12.2pp | 302.83%-279.1pp |
| Employer contribution / active EE | $720 | $4,967-85.5% | $4,087-82.4% | $4,761-84.9% |
| Participant deferral / active EE | $2,708 | $6,415-57.8% | $5,632-51.9% | $5,982-54.7% |
| Admin fee / account holder | $12 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |