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 | $132,715 | $97,757+35.8% | $83,848+58.3% | $135,375-2.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | 6.40% | 1287.37%-1281.0pp | 850.88%-844.5pp | 519.73%-513.3pp |
| Employer contribution / active EE | $1,551 | $4,222-63.3% | $3,631-57.3% | $4,779-67.5% |
| Participant deferral / active EE | $4,961 | $4,682+6.0% | $4,082+21.6% | $5,609-11.5% |
| Admin fee / account holder | $47 | $6,674-99.3% | $5,478-99.1% | $10,827-99.6% |