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 | $162,098 | $104,251+55.5% | $91,001+78.1% | $147,584+9.8% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.6%-30.1pp | 82.8%-37.4pp |
| Annual return | 20.85% | 27.06%-6.2pp | 4.60%+16.3pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,400 | $3,116-55.1% | $2,456-43.0% | $4,876-71.3% |
| Participant deferral / active EE | $4,843 | $4,195+15.4% | $3,547+36.5% | $5,439-11.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |