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 | $239,569 | $91,037+163.2% | $71,671+234.3% | $147,584+62.3% |
| Participation rate | 62.5% | 76.1%-13.6pp | 68.7%-6.2pp | 82.8%-20.3pp |
| Annual return | 14.89% | 20.48%-5.6pp | 20.65%-5.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,968 | $3,327-40.9% | $2,460-20.0% | $4,876-59.6% |
| Participant deferral / active EE | $4,866 | $4,498+8.2% | $3,438+41.5% | $5,439-10.5% |
| Admin fee / account holder | $119 | $8,613-98.6% | $5,558-97.9% | $10,885-98.9% |