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 | $179,645 | $177,572+1.2% | $154,803+16.0% | $142,382+26.2% |
| Participation rate | 35.3% | 82.1%-46.8pp | 78.1%-42.8pp | 80.1%-44.8pp |
| Annual return | 15.17% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $998 | $4,810-79.3% | $4,305-76.8% | $4,299-76.8% |
| Participant deferral / active EE | $2,917 | $6,272-53.5% | $5,540-47.3% | $6,507-55.2% |
| Admin fee / account holder | $80 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |