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 | $131,317 | $111,754+17.5% | $103,333+27.1% | $145,922-10.0% |
| Participation rate | 13.3% | 77.9%-64.6pp | 74.5%-61.2pp | 80.3%-66.9pp |
| Annual return | 14.58% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,556 | $5,619-54.5% | $5,057-49.5% | $6,688-61.8% |
| Admin fee / account holder | $78 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |