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 | $221,137 | $81,248+172.2% | $155,509+42.2% | $80,856+173.5% |
| Participation rate | 12.5% | 66.2%-53.7pp | 78.2%-65.7pp | 67.6%-55.1pp |
| Annual return | 24.81% | 33.31%-8.5pp | 64.67%-39.9pp | 35.59%-10.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,423 | $3,452-58.8% | $5,626-74.7% | $4,296-66.9% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |