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 | $216,574 | $115,770+87.1% | $101,248+113.9% | $158,922+36.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 12.14% | 56.14%-44.0pp | 46.47%-34.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $4,462 | $4,175+6.9% | $3,660+21.9% | $4,761-6.3% |
| Participant deferral / active EE | $12,300 | $4,957+148.1% | $4,370+181.5% | $5,982+105.6% |
| Admin fee / account holder | $34 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |