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 | $185,674 | $165,984+11.9% | $164,813+12.7% | $145,922+27.2% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.6%-9.0pp | 80.3%-10.7pp |
| Annual return | 12.04% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,635 | $5,273-69.0% | $4,341-62.3% | $4,660-64.9% |
| Participant deferral / active EE | $2,386 | $6,959-65.7% | $6,031-60.4% | $6,688-64.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |