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 | $157,102 | $99,341+58.1% | $84,750+85.4% | $273,961-42.7% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 7.10% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,809 | $4,214-57.1% | $3,574-49.4% | $4,869-62.9% |
| Participant deferral / active EE | $12,806 | $4,269+199.9% | $3,712+245.0% | $5,287+142.2% |
| Admin fee / account holder | $13 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |