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 | $119,504 | $76,738+55.7% | $56,411+111.8% | $145,922-18.1% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 11.72% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,228 | $1,380+133.9% | $1,039+210.8% | $4,660-30.7% |
| Participant deferral / active EE | $6,267 | $2,623+139.0% | $1,952+221.1% | $6,688-6.3% |
| Admin fee / account holder | $240 | $3,334-92.8% | $2,829-91.5% | $13,397-98.2% |