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 | $218,033 | $99,918+118.2% | $81,382+167.9% | $145,922+49.4% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.5%-21.9pp | 80.3%-32.7pp |
| Annual return | 13.94% | 34.32%-20.4pp | 24.73%-10.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,481 | $2,978-50.3% | $2,463-39.9% | $4,660-68.2% |
| Participant deferral / active EE | $5,052 | $4,605+9.7% | $3,883+30.1% | $6,688-24.5% |
| Admin fee / account holder | $9 | $8,212-99.9% | $5,768-99.8% | $13,397-99.9% |