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 | $143,370 | $121,625+17.9% | $104,607+37.1% | $158,922-9.8% |
| Participation rate | 57.1% | 77.5%-20.4pp | 74.1%-16.9pp | 82.0%-24.8pp |
| Annual return | 22.97% | 465.26%-442.3pp | 340.46%-317.5pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,176 | $3,163-62.8% | $2,681-56.1% | $4,761-75.3% |
| Participant deferral / active EE | $11,149 | $4,177+166.9% | $3,740+198.1% | $5,982+86.4% |
| Admin fee / account holder | $15 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |