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 6-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 | $229,728 | $183,963+24.9% | $162,163+41.7% | $152,861+50.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 22.93% | 150.76%-127.8pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,120 | $6,371-51.0% | $5,614-44.4% | $4,762-34.5% |
| Participant deferral / active EE | $12,000 | $8,034+49.4% | $7,298+64.4% | $5,850+105.1% |
| Admin fee / account holder | $83 | $13,121-99.4% | $10,843-99.2% | $11,596-99.3% |