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 | $161,523 | $144,119+12.1% | $117,854+37.1% | $147,584+9.4% |
| Participation rate | 53.3% | 83.4%-30.1pp | 79.7%-26.3pp | 82.8%-29.5pp |
| Annual return | 16.61% | 531.15%-514.5pp | 335.08%-318.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,071 | $4,896-78.1% | $3,786-71.7% | $4,876-78.0% |
| Participant deferral / active EE | $4,150 | $5,316-21.9% | $4,482-7.4% | $5,439-23.7% |
| Admin fee / account holder | $70 | $10,886-99.4% | $8,020-99.1% | $10,885-99.4% |