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 | $246,284 | $90,503+172.1% | $78,689+213.0% | $273,961-10.1% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 8.03% | 75.60%-67.6pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,025 | $3,176-36.2% | $2,851-29.0% | $4,869-58.4% |
| Participant deferral / active EE | $2,025 | $3,901-48.1% | $3,517-42.4% | $5,287-61.7% |
| Admin fee / account holder | $60 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |