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 | $118,099 | $60,892+93.9% | $82,389+43.3% | $84,808+39.3% |
| Participation rate | 52.8% | 63.3%-10.5pp | 69.5%-16.8pp | 68.3%-15.5pp |
| Annual return | 15.05% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,812 | $3,179+19.9% | $4,155-8.3% | $4,212-9.5% |
| Admin fee / account holder | $94 | $5,467-98.3% | $7,231-98.7% | $7,344-98.7% |