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 | $141,711 | $74,888+89.2% | $71,209+99.0% | $142,382-0.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 17.40% | 345.14%-327.7pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,755 | $2,854-38.5% | $2,721-35.5% | $4,299-59.2% |
| Participant deferral / active EE | $3,690 | $4,454-17.2% | $4,175-11.6% | $6,507-43.3% |
| Admin fee / account holder | $164 | $5,568-97.1% | $5,349-96.9% | $12,624-98.7% |