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 | $170,536 | $109,817+55.3% | $98,442+73.2% | $167,490+1.8% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.92% | 1956.69%-1945.8pp | 1492.73%-1481.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,811 | $3,224-12.8% | $2,960-5.0% | $4,837-41.9% |
| Participant deferral / active EE | $7,371 | $4,673+57.7% | $4,276+72.4% | $6,341+16.2% |
| Admin fee / account holder | $126 | $6,753-98.1% | $5,949-97.9% | $12,309-99.0% |