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 7-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 | $166,277 | $104,974+58.4% | $95,585+74.0% | $142,382+16.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 17.72% | 210.33%-192.6pp | 38.56%-20.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,833 | $2,779-34.0% | $2,527-27.5% | $4,299-57.4% |
| Participant deferral / active EE | $4,215 | $4,352-3.1% | $4,023+4.8% | $6,507-35.2% |
| Admin fee / account holder | $40 | $6,386-99.4% | $6,127-99.3% | $12,624-99.7% |