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 | $174,732 | $209,411-16.6% | $178,490-2.1% | $158,922+9.9% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 14.91% | 188.75%-173.8pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,896 | $5,706-66.8% | $5,011-62.2% | $4,761-60.2% |
| Participant deferral / active EE | $3,326 | $5,954-44.1% | $5,202-36.1% | $5,982-44.4% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |