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 | $143,015 | $89,753+59.3% | $107,525+33.0% | $84,808+68.6% |
| Participation rate | 42.3% | 68.1%-25.8pp | 75.1%-32.8pp | 68.3%-26.0pp |
| Annual return | 20.34% | 29.48%-9.1pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,853 | $3,113-40.5% | $3,754-50.6% | $2,631-29.6% |
| Participant deferral / active EE | $3,849 | $4,056-5.1% | $5,116-24.8% | $4,212-8.6% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |