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 | $125,394 | $55,706+125.1% | $75,886+65.2% | $72,985+71.8% |
| Participation rate | 19.4% | 61.1%-41.8pp | 69.3%-49.9pp | 69.5%-50.1pp |
| Annual return | 23.20% | 27.59%-4.4pp | 30.76%-7.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $579 | $1,687-65.7% | $2,500-76.9% | $2,440-76.3% |
| Participant deferral / active EE | $1,226 | $2,634-53.4% | $3,603-66.0% | $3,607-66.0% |
| Admin fee / account holder | $22 | $3,978-99.4% | $5,418-99.6% | $5,124-99.6% |