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 | $210,068 | $104,974+100.1% | $95,585+119.8% | $142,382+47.5% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 14.90% | 210.33%-195.4pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $450 | $2,779-83.8% | $2,527-82.2% | $4,299-89.5% |
| Participant deferral / active EE | $1,800 | $4,352-58.6% | $4,023-55.3% | $6,507-72.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |