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 | $178,646 | $63,346+182.0% | $92,233+93.7% | $70,131+154.7% |
| Participation rate | 39.3% | 68.7%-29.4pp | 76.5%-37.2pp | 69.5%-30.3pp |
| Annual return | 18.39% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $833 | $2,471-66.3% | $3,679-77.4% | $2,342-64.4% |
| Participant deferral / active EE | $2,606 | $2,854-8.7% | $3,897-33.1% | $3,332-21.8% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |