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 | $119,015 | $90,503+31.5% | $78,689+51.2% | $273,961-56.6% |
| Participation rate | 28.6% | 76.5%-47.9pp | 73.6%-45.0pp | 83.0%-54.4pp |
| Annual return | 64.06% | 75.60%-11.5pp | 62.18%+1.9pp | 41.45%+22.6pp |
| Employer contribution / active EE | $871 | $3,176-72.6% | $2,851-69.5% | $4,869-82.1% |
| Participant deferral / active EE | $4,028 | $3,901+3.3% | $3,517+14.5% | $5,287-23.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |