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 3-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 | $155,443 | $114,381+35.9% | $107,525+44.6% | $142,382+9.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 15.84% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $9,777 | $4,015+143.5% | $3,754+160.5% | $4,299+127.4% |
| Participant deferral / active EE | $4,687 | $5,564-15.8% | $5,116-8.4% | $6,507-28.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |