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 | $171,813 | $209,411-18.0% | $178,490-3.7% | $158,922+8.1% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 16.92% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,582 | $5,706-54.8% | $5,011-48.5% | $4,761-45.8% |
| Participant deferral / active EE | $8,446 | $5,954+41.8% | $5,202+62.4% | $5,982+41.2% |
| Admin fee / account holder | $27 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |