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 | $172,593 | $65,365+164.0% | $92,893+85.8% | $72,985+136.5% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.0%-16.6pp | 69.5%-10.1pp |
| Annual return | 21.58% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,500 | $2,594-42.2% | $3,653-58.9% | $2,440-38.5% |
| Participant deferral / active EE | $3,402 | $3,128+8.7% | $4,236-19.7% | $3,607-5.7% |
| Admin fee / account holder | $284 | $4,251-93.3% | $5,794-95.1% | $5,124-94.5% |