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 | $175,396 | $127,065+38.0% | $113,168+55.0% | $142,382+23.2% |
| Participation rate | 29.2% | 79.2%-50.0pp | 76.6%-47.4pp | 80.1%-51.0pp |
| Annual return | 15.39% | 24.03%-8.6pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,156 | $3,442-66.4% | $2,975-61.1% | $4,299-73.1% |
| Participant deferral / active EE | $1,951 | $5,716-65.9% | $5,107-61.8% | $6,507-70.0% |
| Admin fee / account holder | $51 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |