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 | $237,997 | $96,305+147.1% | $80,569+195.4% | $139,434+70.7% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 31.64% | 1350.08%-1318.4pp | 935.43%-903.8pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,729 | $3,262-47.0% | $2,723-36.5% | $4,751-63.6% |
| Participant deferral / active EE | $2,921 | $5,232-44.2% | $4,447-34.3% | $6,710-56.5% |
| Admin fee / account holder | $120 | $6,599-98.2% | $5,377-97.8% | $11,403-98.9% |