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 | $140,749 | $111,724+26.0% | $93,606+50.4% | $145,922-3.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 21.55% | 202.98%-181.4pp | 133.20%-111.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $1,147 | $3,090-62.9% | $2,420-52.6% | $4,660-75.4% |
| Participant deferral / active EE | $2,869 | $4,912-41.6% | $4,411-35.0% | $6,688-57.1% |
| Admin fee / account holder | $16 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |