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 | $208,723 | $198,466+5.2% | $170,442+22.5% | $147,584+41.4% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 16.07% | 257.29%-241.2pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,009 | $6,184-51.3% | $5,433-44.6% | $4,876-38.3% |
| Participant deferral / active EE | $7,055 | $5,629+25.3% | $4,939+42.8% | $5,439+29.7% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |