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 | $203,258 | $111,724+81.9% | $93,606+117.1% | $145,922+39.3% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.0pp |
| Annual return | 15.38% | 202.98%-187.6pp | 133.20%-117.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,738 | $3,090+21.0% | $2,420+54.5% | $4,660-19.8% |
| Participant deferral / active EE | $8,681 | $4,912+76.7% | $4,411+96.8% | $6,688+29.8% |
| Admin fee / account holder | $47 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |