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 | $145,272 | $127,777+13.7% | $106,548+36.3% | $167,490-13.3% |
| Participation rate | 41.7% | 78.3%-36.6pp | 76.1%-34.5pp | 82.1%-40.4pp |
| Annual return | 174.26% | 33.87%+140.4pp | 26.80%+147.5pp | 478.56%-304.3pp |
| Employer contribution / active EE | $747 | $3,427-78.2% | $2,819-73.5% | $4,837-84.6% |
| Participant deferral / active EE | $4,103 | $5,087-19.4% | $4,398-6.7% | $6,341-35.3% |
| Admin fee / account holder | $7 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |