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 | $148,676 | $89,355+66.4% | $141,162+5.3% | $72,985+103.7% |
| Participation rate | 19.1% | 75.1%-56.0pp | 82.5%-63.3pp | 69.5%-50.3pp |
| Annual return | 26.17% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $731 | $3,114-76.5% | $4,735-84.6% | $2,440-70.1% |
| Participant deferral / active EE | $3,128 | $5,418-42.3% | $6,709-53.4% | $3,607-13.3% |
| Admin fee / account holder | $2 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |