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 | $110,223 | $144,119-23.5% | $117,854-6.5% | $147,584-25.3% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.7%-17.2pp | 82.8%-20.3pp |
| Annual return | 13.79% | 531.15%-517.4pp | 335.08%-321.3pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,264 | $4,896-53.8% | $3,786-40.2% | $4,876-53.6% |
| Participant deferral / active EE | $2,317 | $5,316-56.4% | $4,482-48.3% | $5,439-57.4% |
| Admin fee / account holder | $23 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |