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 | $137,343 | $60,892+125.6% | $82,389+66.7% | $84,808+61.9% |
| Participation rate | 15.6% | 63.3%-47.6pp | 69.5%-53.9pp | 68.3%-52.7pp |
| Annual return | 17.76% | 37.29%-19.5pp | 28.67%-10.9pp | 40.90%-23.1pp |
| Employer contribution / active EE | $640 | $1,779-64.0% | $2,517-74.6% | $2,631-75.7% |
| Participant deferral / active EE | $2,941 | $3,179-7.5% | $4,155-29.2% | $4,212-30.2% |
| Admin fee / account holder | $213 | $5,467-96.1% | $7,231-97.0% | $7,344-97.1% |