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 | $135,791 | $60,022+126.2% | $88,946+52.7% | $84,808+60.1% |
| Participation rate | 42.2% | 57.8%-15.6pp | 68.8%-26.6pp | 68.3%-26.1pp |
| Annual return | 16.61% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,313 | $1,703-22.9% | $2,555-48.6% | $2,631-50.1% |
| Participant deferral / active EE | $2,703 | $3,114-13.2% | $4,581-41.0% | $4,212-35.8% |
| Admin fee / account holder | $7 | $4,811-99.8% | $8,261-99.9% | $7,344-99.9% |