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 | $241,319 | $148,534+62.5% | $135,903+77.6% | $139,434+73.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 17.81% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,628 | $5,243-49.9% | $4,856-45.9% | $4,751-44.7% |
| Participant deferral / active EE | $11,535 | $8,100+42.4% | $7,758+48.7% | $6,710+71.9% |
| Admin fee / account holder | $148 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |