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 | $171,277 | $114,381+49.7% | $107,525+59.3% | $142,382+20.3% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.1%-52.9pp | 80.1%-57.9pp |
| Annual return | 23.59% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,070 | $4,015-73.3% | $3,754-71.5% | $4,299-75.1% |
| Participant deferral / active EE | $3,246 | $5,564-41.7% | $5,116-36.6% | $6,507-50.1% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |