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 | $156,551 | $69,207+126.2% | $64,056+144.4% | $139,434+12.3% |
| Participation rate | 68.8% | 75.6%-6.8pp | 72.3%-3.6pp | 80.3%-11.6pp |
| Annual return | 17.79% | 45.88%-28.1pp | 33.69%-15.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,006 | $3,182-37.0% | $2,747-27.0% | $4,751-57.8% |
| Participant deferral / active EE | $4,750 | $4,682+1.5% | $3,880+22.4% | $6,710-29.2% |
| Admin fee / account holder | $168 | $4,244-96.1% | $3,068-94.5% | $11,403-98.5% |