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 8-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 | $155,386 | $80,717+92.5% | $154,803+0.4% | $84,808+83.2% |
| Participation rate | 16.3% | 66.8%-50.5pp | 78.1%-61.8pp | 68.3%-52.0pp |
| Annual return | 16.30% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $552 | $2,761-80.0% | $4,305-87.2% | $2,631-79.0% |
| Participant deferral / active EE | $2,630 | $3,303-20.4% | $5,540-52.5% | $4,212-37.5% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |