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 | $120,683 | $54,762+120.4% | $90,281+33.7% | $72,985+65.4% |
| Participation rate | 45.7% | 65.1%-19.4pp | 73.3%-27.6pp | 69.5%-23.8pp |
| Annual return | 25.61% | 30.63%-5.0pp | 78.10%-52.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $430 | $2,092-79.4% | $2,854-84.9% | $2,440-82.4% |
| Participant deferral / active EE | $2,852 | $2,887-1.2% | $3,885-26.6% | $3,607-20.9% |
| Admin fee / account holder | $9 | $3,972-99.8% | $5,351-99.8% | $5,124-99.8% |