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 | $184,607 | $117,983+56.5% | $101,794+81.4% | $142,382+29.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 23.23% | 36.92%-13.7pp | 30.53%-7.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,841 | $2,773-33.6% | $2,289-19.6% | $4,299-57.2% |
| Participant deferral / active EE | $7,549 | $4,714+60.2% | $4,084+84.8% | $6,507+16.0% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |