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 | $159,193 | $98,750+61.2% | $149,696+6.3% | $79,858+99.3% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.5%-18.7pp | 69.6%-5.8pp |
| Annual return | 13.77% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,251 | $3,216-30.0% | $4,644-51.5% | $2,471-8.9% |
| Participant deferral / active EE | $3,115 | $5,680-45.2% | $6,842-54.5% | $3,740-16.7% |
| Admin fee / account holder | $138 | $6,053-97.7% | $9,309-98.5% | $5,306-97.4% |