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 | $99,701 | $72,012+38.5% | $185,823-46.3% | $79,858+24.8% |
| Participation rate | 53.5% | 65.8%-12.3pp | 78.0%-24.5pp | 69.6%-16.1pp |
| Annual return | 24.68% | 23.12%+1.6pp | 35.95%-11.3pp | 31.71%-7.0pp |
| Employer contribution / active EE | $3,267 | $1,965+66.3% | $4,087-20.1% | $2,471+32.2% |
| Participant deferral / active EE | $5,433 | $3,779+43.8% | $5,632-3.5% | $3,740+45.3% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |