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 | $139,674 | $37,426+273.2% | $77,482+80.3% | $79,858+74.9% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 24.87% | 39.70%-14.8pp | 54.79%-29.9pp | 31.71%-6.8pp |
| Employer contribution / active EE | $404 | $637-36.6% | $986-59.1% | $2,471-83.7% |
| Participant deferral / active EE | $1,477 | $1,260+17.2% | $1,861-20.7% | $3,740-60.5% |
| Admin fee / account holder | $89 | $2,504-96.5% | $2,858-96.9% | $5,306-98.3% |