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 | $122,275 | $102,616+19.2% | $81,983+49.1% | $158,922-23.1% |
| Participation rate | 46.7% | 75.5%-28.9pp | 69.2%-22.6pp | 82.0%-35.3pp |
| Annual return | 19.04% | 61.04%-42.0pp | 41.31%-22.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,200 | $3,240-32.1% | $2,498-11.9% | $4,761-53.8% |
| Participant deferral / active EE | $5,345 | $4,648+15.0% | $3,722+43.6% | $5,982-10.6% |
| Admin fee / account holder | $243 | $8,235-97.1% | $5,664-95.7% | $11,246-97.8% |