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 | $233,639 | $90,503+158.2% | $78,689+196.9% | $273,961-14.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 5.58% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,090 | $3,176-34.2% | $2,851-26.7% | $4,869-57.1% |
| Participant deferral / active EE | $6,644 | $3,901+70.3% | $3,517+88.9% | $5,287+25.7% |
| Admin fee / account holder | $35 | $5,263-99.3% | $4,510-99.2% | $10,132-99.7% |