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 | $213,173 | $177,572+20.0% | $154,803+37.7% | $142,382+49.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 13.78% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,287 | $4,810-10.9% | $4,305-0.4% | $4,299-0.3% |
| Participant deferral / active EE | $6,783 | $6,272+8.2% | $5,540+22.4% | $6,507+4.2% |
| Admin fee / account holder | $40 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |