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 | $225,127 | $148,534+51.6% | $135,903+65.7% | $139,434+61.5% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.4pp | 80.3%-41.9pp |
| Annual return | 14.58% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,438 | $5,243-72.6% | $4,856-70.4% | $4,751-69.7% |
| Participant deferral / active EE | $6,338 | $8,100-21.7% | $7,758-18.3% | $6,710-5.5% |
| Admin fee / account holder | $4 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |