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 | $240,332 | $110,261+118.0% | $95,745+151.0% | $139,434+72.4% |
| Participation rate | 57.1% | 75.8%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 20.17% | 27.11%-6.9pp | 28.35%-8.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,075 | $3,257-36.3% | $2,835-26.8% | $4,751-56.3% |
| Participant deferral / active EE | $12,994 | $4,676+177.9% | $4,245+206.1% | $6,710+93.6% |
| Admin fee / account holder | $30 | $6,613-99.5% | $5,678-99.5% | $11,403-99.7% |