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 | $107,306 | $99,652+7.7% | $78,778+36.2% | $147,584-27.3% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 17.17% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $636 | $2,796-77.2% | $1,986-68.0% | $4,876-87.0% |
| Participant deferral / active EE | $4,249 | $3,664+16.0% | $2,958+43.6% | $5,439-21.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |