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 | $181,206 | $162,781+11.3% | $133,956+35.3% | $158,922+14.0% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 17.43% | 41.94%-24.5pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,570 | $4,975-48.3% | $3,919-34.4% | $4,761-46.0% |
| Participant deferral / active EE | $17,333 | $5,911+193.2% | $5,048+243.4% | $5,982+189.8% |
| Admin fee / account holder | $120 | $11,736-99.0% | $8,927-98.7% | $11,246-98.9% |