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 | $230,819 | $127,264+81.4% | $109,895+110.0% | $167,490+37.8% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.2%-61.7pp | 82.1%-69.6pp |
| Annual return | 16.18% | 22.97%-6.8pp | 29.45%-13.3pp | 478.56%-462.4pp |
| Employer contribution / active EE | $960 | $3,322-71.1% | $2,842-66.2% | $4,837-80.2% |
| Participant deferral / active EE | $3,250 | $4,514-28.0% | $4,048-19.7% | $6,341-48.7% |
| Admin fee / account holder | $20 | $7,114-99.7% | $6,066-99.7% | $12,309-99.8% |