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 | $237,917 | $179,726+32.4% | $156,263+52.3% | $142,382+67.1% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 15.74% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,591 | $5,069-48.9% | $4,333-40.2% | $4,299-39.7% |
| Participant deferral / active EE | $7,526 | $6,956+8.2% | $6,158+22.2% | $6,507+15.7% |
| Admin fee / account holder | $70 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |