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 | $179,723 | $56,114+220.3% | $96,139+86.9% | $85,850+109.3% |
| Participation rate | 15.5% | 56.7%-41.2pp | 68.4%-52.9pp | 69.3%-53.8pp |
| Annual return | 17.74% | 42.30%-24.6pp | 191.94%-174.2pp | 318.53%-300.8pp |
| Employer contribution / active EE | $577 | $1,620-64.4% | $2,797-79.4% | $2,565-77.5% |
| Participant deferral / active EE | $1,733 | $2,859-39.4% | $4,349-60.2% | $3,952-56.2% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |