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 | $146,990 | $106,890+37.5% | $84,015+75.0% | $152,861-3.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 14.39% | 104.99%-90.6pp | 71.31%-56.9pp | 345.32%-330.9pp |
| Employer contribution / active EE | $672 | $2,734-75.4% | $1,983-66.1% | $4,762-85.9% |
| Participant deferral / active EE | $10,000 | $4,011+149.3% | $3,239+208.8% | $5,850+70.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |