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 | $150,482 | $100,754+49.4% | $86,677+73.6% | $134,475+11.9% |
| Participation rate | 25.0% | 78.9%-53.9pp | 76.6%-51.6pp | 81.2%-56.2pp |
| Annual return | -11.73% | 29.04%-40.8pp | 35.91%-47.6pp | 417.96%-429.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,750 | $5,338+26.5% | $4,656+45.0% | $6,400+5.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |