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 | $204,533 | $198,466+3.1% | $170,442+20.0% | $147,584+38.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 17.93% | 257.29%-239.4pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,913 | $6,184-52.9% | $5,433-46.4% | $4,876-40.3% |
| Participant deferral / active EE | $9,280 | $5,629+64.8% | $4,939+87.9% | $5,439+70.6% |
| Admin fee / account holder | $129 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |