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 | $142,214 | $110,257+29.0% | $96,544+47.3% | $139,434+2.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 25.14% | 26.32%-1.2pp | 25.84%-0.7pp | 372.94%-347.8pp |
| Employer contribution / active EE | $6,058 | $3,620+67.4% | $2,965+104.3% | $4,751+27.5% |
| Participant deferral / active EE | $23,994 | $5,548+332.5% | $4,851+394.6% | $6,710+257.6% |
| Admin fee / account holder | $4 | $11,591-100.0% | $8,252-99.9% | $11,403-100.0% |