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 | $139,513 | $111,724+24.9% | $93,606+49.0% | $145,922-4.4% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.7pp |
| Annual return | 14.23% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,506 | $3,090-51.2% | $2,420-37.8% | $4,660-67.7% |
| Participant deferral / active EE | $4,770 | $4,912-2.9% | $4,411+8.1% | $6,688-28.7% |
| Admin fee / account holder | $41 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |