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 | $115,161 | $31,310+267.8% | $53,898+113.7% | $74,304+55.0% |
| Participation rate | 21.2% | 30.7%-9.4pp | 55.0%-33.7pp | 60.3%-39.1pp |
| Annual return | 18.91% | 23.16%-4.3pp | 528.60%-509.7pp | 29.43%-10.5pp |
| Employer contribution / active EE | $442 | $450-1.8% | $932-52.6% | $2,241-80.3% |
| Participant deferral / active EE | $1,212 | $934+29.8% | $1,826-33.6% | $3,767-67.8% |
| Admin fee / account holder | $24 | $2,175-98.9% | $2,491-99.0% | $2,969-99.2% |