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 | $144,062 | $65,041+121.5% | $90,951+58.4% | $79,858+80.4% |
| Participation rate | 54.2% | 61.6%-7.4pp | 69.0%-14.8pp | 69.6%-15.5pp |
| Annual return | 20.63% | 30.45%-9.8pp | 134.60%-114.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $909 | $1,247-27.1% | $2,122-57.2% | $2,471-63.2% |
| Participant deferral / active EE | $2,924 | $2,512+16.4% | $3,373-13.3% | $3,740-21.8% |
| Admin fee / account holder | $216 | $4,536-95.2% | $5,959-96.4% | $5,306-95.9% |