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 | $151,937 | $104,486+45.4% | $76,817+97.8% | $152,861-0.6% |
| Participation rate | 16.7% | 76.6%-59.9pp | 72.1%-55.4pp | 82.4%-65.8pp |
| Annual return | 12.07% | 1013.37%-1001.3pp | 1166.11%-1154.0pp | 345.32%-333.2pp |
| Employer contribution / active EE | $693 | $3,116-77.7% | $2,302-69.9% | $4,762-85.4% |
| Participant deferral / active EE | $4,167 | $4,236-1.6% | $3,336+24.9% | $5,850-28.8% |
| Admin fee / account holder | $38 | $12,275-99.7% | $6,420-99.4% | $11,596-99.7% |