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 | $142,561 | $98,240+45.1% | $82,313+73.2% | $147,584-3.4% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 18.16% | 30.85%-12.7pp | 25.88%-7.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,566 | $3,192-19.6% | $2,428+5.7% | $4,876-47.4% |
| Participant deferral / active EE | $5,069 | $4,383+15.6% | $3,706+36.8% | $5,439-6.8% |
| Admin fee / account holder | $33 | $8,563-99.6% | $5,608-99.4% | $10,885-99.7% |