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 | $208,500 | $108,172+92.7% | $77,482+169.1% | $158,922+31.2% |
| Participation rate | 22.7% | 64.4%-41.7pp | 54.2%-31.5pp | 82.0%-59.2pp |
| Annual return | 15.18% | 31.67%-16.5pp | 54.79%-39.6pp | 302.83%-287.6pp |
| Employer contribution / active EE | $474 | $1,325-64.2% | $986-51.9% | $4,761-90.0% |
| Participant deferral / active EE | $2,071 | $2,456-15.7% | $1,861+11.3% | $5,982-65.4% |
| Admin fee / account holder | $145 | $3,708-96.1% | $2,858-94.9% | $11,246-98.7% |