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 | $119,048 | $54,541+118.3% | $78,778+51.1% | $70,131+69.8% |
| Participation rate | 67.9% | 60.8%+7.1pp | 69.2%-1.3pp | 69.5%-1.6pp |
| Annual return | 15.30% | 21.07%-5.8pp | 35.62%-20.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,570 | $1,089+44.3% | $1,986-20.9% | $2,342-33.0% |
| Participant deferral / active EE | $4,229 | $2,210+91.4% | $2,958+43.0% | $3,332+26.9% |
| Admin fee / account holder | $267 | $3,709-92.8% | $5,134-94.8% | $4,645-94.3% |