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 | $153,300 | $104,974+46.0% | $95,585+60.4% | $142,382+7.7% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 16.40% | 210.33%-193.9pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,706 | $2,779-38.6% | $2,527-32.5% | $4,299-60.3% |
| Participant deferral / active EE | $10,725 | $4,352+146.4% | $4,023+166.6% | $6,507+64.8% |
| Admin fee / account holder | $225 | $6,386-96.5% | $6,127-96.3% | $12,624-98.2% |