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 | $205,300 | $87,013+135.9% | $106,213+93.3% | $80,856+153.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.6%-17.6pp |
| Annual return | 15.08% | 17.05%-2.0pp | 116.14%-101.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,311 | $2,395+38.2% | $3,171+4.4% | $2,755+20.2% |
| Participant deferral / active EE | $6,578 | $3,986+65.0% | $5,016+31.1% | $4,296+53.1% |
| Admin fee / account holder | $16 | $8,431-99.8% | $11,033-99.9% | $6,918-99.8% |