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 | $215,686 | $71,050+203.6% | $93,606+130.4% | $80,856+166.8% |
| Participation rate | 22.6% | 60.4%-37.8pp | 68.7%-46.1pp | 67.6%-45.1pp |
| Annual return | 12.89% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,673 | $1,564+7.0% | $2,420-30.9% | $2,755-39.3% |
| Participant deferral / active EE | $4,698 | $4,034+16.5% | $4,411+6.5% | $4,296+9.4% |
| Admin fee / account holder | $1 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |