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 | $248,203 | $81,460+204.7% | $103,333+140.2% | $80,856+207.0% |
| Participation rate | 42.3% | 66.8%-24.5pp | 74.5%-32.2pp | 67.6%-25.3pp |
| Annual return | 15.20% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,328 | $3,105-25.0% | $3,868-39.8% | $2,755-15.5% |
| Participant deferral / active EE | $4,955 | $3,869+28.1% | $5,057-2.0% | $4,296+15.3% |
| Admin fee / account holder | $59 | $6,566-99.1% | $8,355-99.3% | $6,918-99.2% |