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 | $135,732 | $85,022+59.6% | $70,515+92.5% | $139,434-2.7% |
| Participation rate | 31.3% | 73.9%-42.7pp | 68.3%-37.1pp | 80.3%-49.1pp |
| Annual return | 16.02% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,234 | $3,909-68.4% | $2,973-58.5% | $4,751-74.0% |
| Participant deferral / active EE | $4,458 | $5,890-24.3% | $4,567-2.4% | $6,710-33.6% |
| Admin fee / account holder | $58 | $8,906-99.3% | $6,412-99.1% | $11,403-99.5% |