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 | $113,238 | $118,849-4.7% | $96,562+17.3% | $167,490-32.4% |
| Participation rate | 26.7% | 75.5%-48.8pp | 69.8%-43.1pp | 82.1%-55.4pp |
| Annual return | 16.05% | 50.49%-34.4pp | 37.78%-21.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $724 | $3,120-76.8% | $2,356-69.3% | $4,837-85.0% |
| Participant deferral / active EE | $1,568 | $4,616-66.0% | $3,849-59.3% | $6,341-75.3% |
| Admin fee / account holder | $291 | $8,065-96.4% | $6,181-95.3% | $12,309-97.6% |