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 7-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 | $168,392 | $111,754+50.7% | $103,333+63.0% | $145,922+15.4% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 14.62% | 24.77%-10.1pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,165 | $4,212-72.3% | $3,868-69.9% | $4,660-75.0% |
| Participant deferral / active EE | $2,227 | $5,619-60.4% | $5,057-56.0% | $6,688-66.7% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |