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 | $201,098 | $98,750+103.6% | $149,696+34.3% | $79,858+151.8% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 31.12% | 27.43%+3.7pp | 276.60%-245.5pp | 31.71%-0.6pp |
| Employer contribution / active EE | $883 | $3,216-72.6% | $4,644-81.0% | $2,471-64.3% |
| Participant deferral / active EE | $4,399 | $5,680-22.6% | $6,842-35.7% | $3,740+17.6% |
| Admin fee / account holder | $284 | $6,053-95.3% | $9,309-97.0% | $5,306-94.7% |