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 8-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 | $163,162 | $112,096+45.6% | $95,952+70.0% | $158,922+2.7% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 12.37% | 171.09%-158.7pp | 91.61%-79.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,277 | $3,198-60.1% | $2,541-49.7% | $4,761-73.2% |
| Participant deferral / active EE | $5,976 | $4,784+24.9% | $4,167+43.4% | $5,982-0.1% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |