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 | $157,428 | $63,861+146.5% | $104,607+50.5% | $79,858+97.1% |
| Participation rate | 21.0% | 64.9%-44.0pp | 74.1%-53.1pp | 69.6%-48.7pp |
| Annual return | 13.25% | 21.30%-8.1pp | 340.46%-327.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,485 | $2,693-44.9% | $3,740-60.3% | $3,740-60.3% |
| Admin fee / account holder | $293 | $4,185-93.0% | $6,473-95.5% | $5,306-94.5% |