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 | $203,581 | $157,256+29.5% | $141,162+44.2% | $152,861+33.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 67.18% | 64.32%+2.9pp | 71.39%-4.2pp | 345.32%-278.1pp |
| Employer contribution / active EE | $3,920 | $5,261-25.5% | $4,735-17.2% | $4,762-17.7% |
| Participant deferral / active EE | $5,751 | $7,109-19.1% | $6,709-14.3% | $5,850-1.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |