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 | $135,921 | $70,475+92.9% | $100,516+35.2% | $79,858+70.2% |
| Participation rate | 17.2% | 73.7%-56.4pp | 79.4%-62.2pp | 69.6%-52.4pp |
| Annual return | 14.88% | 21.90%-7.0pp | 30.89%-16.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $823 | $2,165-62.0% | $3,418-75.9% | $2,471-66.7% |
| Participant deferral / active EE | $2,718 | $5,181-47.5% | $6,270-56.6% | $3,740-27.3% |
| Admin fee / account holder | $215 | $4,478-95.2% | $8,081-97.3% | $5,306-95.9% |