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 9-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 | $194,403 | $110,502+75.9% | $80,716+140.8% | $167,490+16.1% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 17.85% | 120.54%-102.7pp | 87.28%-69.4pp | 478.56%-460.7pp |
| Employer contribution / active EE | $416 | $1,543-73.0% | $1,160-64.1% | $4,837-91.4% |
| Participant deferral / active EE | $1,473 | $2,871-48.7% | $2,146-31.4% | $6,341-76.8% |
| Admin fee / account holder | $30 | $4,545-99.3% | $3,380-99.1% | $12,309-99.8% |