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 | $164,308 | $27,915+488.6% | $58,482+181.0% | $75,163+118.6% |
| Participation rate | 19.0% | 38.8%-19.8pp | 50.9%-31.8pp | 67.2%-48.1pp |
| Annual return | 23.33% | 44.20%-20.9pp | 4239.32%-4216.0pp | 160.62%-137.3pp |
| Employer contribution / active EE | $437 | $669-34.7% | $1,053-58.5% | $2,670-83.6% |
| Participant deferral / active EE | $1,651 | $1,201+37.4% | $1,924-14.2% | $4,125-60.0% |
| Admin fee / account holder | $2 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |