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 | $169,556 | $106,515+59.2% | $96,683+75.4% | $139,434+21.6% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 14.09% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,805 | $4,103-31.6% | $3,737-24.9% | $4,751-40.9% |
| Participant deferral / active EE | $7,583 | $5,454+39.0% | $4,878+55.4% | $6,710+13.0% |
| Admin fee / account holder | $8 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |