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 | $172,599 | $109,327+57.9% | $89,391+93.1% | $158,922+8.6% |
| Participation rate | 11.1% | 74.3%-63.1pp | 68.0%-56.9pp | 82.0%-70.8pp |
| Annual return | 21.49% | 345.68%-324.2pp | 245.62%-224.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $791 | $3,170-75.0% | $2,586-69.4% | $4,761-83.4% |
| Participant deferral / active EE | $2,167 | $4,598-52.9% | $3,890-44.3% | $5,982-63.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |