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 | $155,461 | $54,705+184.2% | $71,209+118.3% | $84,808+83.3% |
| Participation rate | 40.5% | 64.1%-23.5pp | 73.8%-33.2pp | 68.3%-27.8pp |
| Annual return | 18.80% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,183 | $2,158-45.2% | $2,721-56.5% | $2,631-55.1% |
| Participant deferral / active EE | $5,369 | $3,030+77.2% | $4,175+28.6% | $4,212+27.5% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |