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 | $167,704 | $100,852+66.3% | $90,404+85.5% | $158,922+5.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 13.15% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $867 | $3,689-76.5% | $3,262-73.4% | $4,761-81.8% |
| Participant deferral / active EE | $1,083 | $4,348-75.1% | $3,963-72.7% | $5,982-81.9% |
| Admin fee / account holder | $208 | $6,501-96.8% | $5,611-96.3% | $11,246-98.2% |