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 | $114,592 | $111,754+2.5% | $103,333+10.9% | $145,922-21.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 20.75% | 24.77%-4.0pp | 24.88%-4.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,433 | $4,212-66.0% | $3,868-62.9% | $4,660-69.2% |
| Participant deferral / active EE | $7,029 | $5,619+25.1% | $5,057+39.0% | $6,688+5.1% |
| Admin fee / account holder | $267 | $9,750-97.3% | $8,355-96.8% | $13,397-98.0% |