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 | $186,148 | $159,602+16.6% | $150,045+24.1% | $142,382+30.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 22.64% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,970 | $4,961-20.0% | $4,693-15.4% | $4,299-7.7% |
| Participant deferral / active EE | $8,052 | $8,310-3.1% | $7,997+0.7% | $6,507+23.7% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |