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 | $102,283 | $80,717+26.7% | $154,803-33.9% | $84,808+20.6% |
| Participation rate | 69.8% | 66.8%+3.0pp | 78.1%-8.3pp | 68.3%+1.5pp |
| Annual return | 22.28% | 37.96%-15.7pp | 58.88%-36.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $11,775 | $2,761+326.4% | $4,305+173.5% | $2,631+347.6% |
| Participant deferral / active EE | $5,239 | $3,303+58.6% | $5,540-5.4% | $4,212+24.4% |
| Admin fee / account holder | $23 | $6,746-99.7% | $14,329-99.8% | $7,344-99.7% |