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 | $191,762 | $114,381+67.7% | $107,525+78.3% | $142,382+34.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 20.14% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,035 | $4,015-49.3% | $3,754-45.8% | $4,299-52.7% |
| Participant deferral / active EE | $6,528 | $5,564+17.3% | $5,116+27.6% | $6,507+0.3% |
| Admin fee / account holder | $120 | $9,860-98.8% | $8,919-98.7% | $12,624-99.0% |