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 | $204,577 | $115,770+76.7% | $101,248+102.1% | $158,922+28.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 19.90% | 56.14%-36.2pp | 46.47%-26.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,635 | $4,175-60.8% | $3,660-55.3% | $4,761-65.7% |
| Participant deferral / active EE | $4,316 | $4,957-12.9% | $4,370-1.2% | $5,982-27.9% |
| Admin fee / account holder | $108 | $7,245-98.5% | $5,945-98.2% | $11,246-99.0% |