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 | $181,290 | $201,272-9.9% | $184,203-1.6% | $145,922+24.2% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.7pp |
| Annual return | 16.24% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $6,517 | $7,022-7.2% | $6,427+1.4% | $4,660+39.9% |
| Participant deferral / active EE | $8,052 | $9,806-17.9% | $9,131-11.8% | $6,688+20.4% |
| Admin fee / account holder | $183 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |