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 | $191,121 | $71,050+169.0% | $93,606+104.2% | $80,856+136.4% |
| Participation rate | 69.4% | 60.4%+9.0pp | 68.7%+0.7pp | 67.6%+1.8pp |
| Annual return | 16.60% | 11.26%+5.3pp | 133.20%-116.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,600 | $1,564+66.3% | $2,420+7.4% | $2,755-5.6% |
| Participant deferral / active EE | $7,428 | $4,034+84.1% | $4,411+68.4% | $4,296+72.9% |
| Admin fee / account holder | $193 | $6,945-97.2% | $8,285-97.7% | $6,918-97.2% |