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 | $140,910 | $112,881+24.8% | $90,951+54.9% | $158,922-11.3% |
| Participation rate | 65.2% | 74.7%-9.5pp | 69.0%-3.8pp | 82.0%-16.7pp |
| Annual return | 28.85% | 215.79%-186.9pp | 134.60%-105.7pp | 302.83%-274.0pp |
| Employer contribution / active EE | $674 | $2,893-76.7% | $2,122-68.2% | $4,761-85.8% |
| Participant deferral / active EE | $3,218 | $4,128-22.0% | $3,373-4.6% | $5,982-46.2% |
| Admin fee / account holder | $114 | $8,041-98.6% | $5,959-98.1% | $11,246-99.0% |