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 | $186,824 | $104,974+78.0% | $95,585+95.5% | $142,382+31.2% |
| Participation rate | 44.4% | 75.0%-30.5pp | 72.1%-27.6pp | 80.1%-35.7pp |
| Annual return | 16.30% | 210.33%-194.0pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,182 | $2,779-57.5% | $2,527-53.2% | $4,299-72.5% |
| Participant deferral / active EE | $7,011 | $4,352+61.1% | $4,023+74.3% | $6,507+7.7% |
| Admin fee / account holder | $219 | $6,386-96.6% | $6,127-96.4% | $12,624-98.3% |