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 | $135,664 | $34,308+295.4% | $74,701+81.6% | $72,985+85.9% |
| Participation rate | 21.6% | 42.4%-20.8pp | 54.5%-32.8pp | 69.5%-47.9pp |
| Annual return | 22.37% | 26.58%-4.2pp | 752.92%-730.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $390 | $692-43.5% | $1,084-64.0% | $2,440-84.0% |
| Participant deferral / active EE | $2,161 | $1,271+70.0% | $1,964+10.1% | $3,607-40.1% |
| Admin fee / account holder | $238 | $2,124-88.8% | $3,333-92.9% | $5,124-95.4% |