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 8-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 | $198,625 | $114,381+73.7% | $107,525+84.7% | $142,382+39.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 22.68% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,203 | $4,015-70.0% | $3,754-68.0% | $4,299-72.0% |
| Participant deferral / active EE | $8,044 | $5,564+44.6% | $5,116+57.2% | $6,507+23.6% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |