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 9-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 | $158,150 | $114,381+38.3% | $107,525+47.1% | $142,382+11.1% |
| Participation rate | 41.2% | 78.1%-37.0pp | 75.1%-33.9pp | 80.1%-38.9pp |
| Annual return | 14.18% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,753 | $4,015-56.3% | $3,754-53.3% | $4,299-59.2% |
| Participant deferral / active EE | $3,642 | $5,564-34.5% | $5,116-28.8% | $6,507-44.0% |
| Admin fee / account holder | $6 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |