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 | $122,763 | $57,016+115.3% | $84,966+44.5% | $80,856+51.8% |
| Participation rate | 33.3% | 56.3%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 10.72% | 21.66%-10.9pp | 66.38%-55.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,000 | $1,798-44.4% | $2,727-63.3% | $2,755-63.7% |
| Participant deferral / active EE | $2,730 | $3,110-12.2% | $4,519-39.6% | $4,296-36.4% |
| Admin fee / account holder | $57 | $4,980-98.9% | $6,149-99.1% | $6,918-99.2% |