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 | $161,483 | $110,257+46.5% | $96,544+67.3% | $139,434+15.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 20.54% | 26.32%-5.8pp | 25.84%-5.3pp | 372.94%-352.4pp |
| Employer contribution / active EE | $6,168 | $3,620+70.4% | $2,965+108.0% | $4,751+29.8% |
| Participant deferral / active EE | $13,152 | $5,548+137.1% | $4,851+171.1% | $6,710+96.0% |
| Admin fee / account holder | $49 | $11,591-99.6% | $8,252-99.4% | $11,403-99.6% |