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 | $226,628 | $124,281+82.4% | $109,143+107.6% | $167,490+35.3% |
| Participation rate | 38.9% | 79.4%-40.6pp | 75.9%-37.0pp | 82.1%-43.2pp |
| Annual return | 10.86% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,429 | $4,207-66.0% | $3,722-61.6% | $4,837-70.5% |
| Participant deferral / active EE | $2,841 | $5,255-45.9% | $4,653-39.0% | $6,341-55.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |