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 | $150,481 | $150,4400% | $136,294+10.4% | $147,584+2.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 13.05% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,716 | $5,256-67.4% | $4,695-63.5% | $4,876-64.8% |
| Participant deferral / active EE | $4,739 | $6,630-28.5% | $6,247-24.1% | $5,439-12.9% |
| Admin fee / account holder | $181 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |