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 | $128,571 | $95,266+35.0% | $82,389+56.1% | $142,382-9.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.5%-14.0pp | 80.1%-24.6pp |
| Annual return | 21.36% | 25.74%-4.4pp | 28.67%-7.3pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,263 | $2,991-24.3% | $2,517-10.1% | $4,299-47.4% |
| Participant deferral / active EE | $8,174 | $4,809+70.0% | $4,155+96.7% | $6,507+25.6% |
| Admin fee / account holder | $56 | $8,563-99.3% | $7,231-99.2% | $12,624-99.6% |