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 | $183,756 | $80,717+127.7% | $154,803+18.7% | $84,808+116.7% |
| Participation rate | 43.6% | 66.8%-23.2pp | 78.1%-34.5pp | 68.3%-24.7pp |
| Annual return | 20.04% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,316 | $2,761-52.4% | $4,305-69.4% | $2,631-50.0% |
| Participant deferral / active EE | $3,968 | $3,303+20.1% | $5,540-28.4% | $4,212-5.8% |
| Admin fee / account holder | $97 | $6,746-98.6% | $14,329-99.3% | $7,344-98.7% |