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 | $138,412 | $95,561+44.8% | $77,163+79.4% | $139,434-0.7% |
| Participation rate | 57.1% | 73.9%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 17.19% | 54.92%-37.7pp | 37.87%-20.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,053 | $3,147-3.0% | $2,535+20.4% | $4,751-35.7% |
| Participant deferral / active EE | $7,217 | $4,624+56.1% | $3,833+88.3% | $6,710+7.6% |
| Admin fee / account holder | $12 | $8,295-99.9% | $5,472-99.8% | $11,403-99.9% |