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 | $171,932 | $108,919+57.9% | $100,391+71.3% | $145,922+17.8% |
| Participation rate | 69.2% | 82.9%-13.7pp | 81.5%-12.3pp | 80.3%-11.0pp |
| Annual return | 29.03% | 57.88%-28.9pp | 49.20%-20.2pp | 561.29%-532.3pp |
| Employer contribution / active EE | $5,216 | $4,419+18.0% | $3,942+32.3% | $4,660+11.9% |
| Participant deferral / active EE | $13,591 | $8,445+60.9% | $8,082+68.2% | $6,688+103.2% |
| Admin fee / account holder | $9 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |