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 9-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 | $143,044 | $74,888+91.0% | $71,209+100.9% | $142,382+0.5% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 19.80% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,421 | $2,854-50.2% | $2,721-47.8% | $4,299-66.9% |
| Participant deferral / active EE | $9,850 | $4,454+121.1% | $4,175+135.9% | $6,507+51.4% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |