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 | $189,894 | $111,724+70.0% | $93,606+102.9% | $145,922+30.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 16.87% | 202.98%-186.1pp | 133.20%-116.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,052 | $3,090-65.9% | $2,420-56.5% | $4,660-77.4% |
| Participant deferral / active EE | $2,220 | $4,912-54.8% | $4,411-49.7% | $6,688-66.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |