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 | $248,772 | $152,587+63.0% | $125,175+98.7% | $152,861+62.7% |
| Participation rate | 15.0% | 83.3%-68.3pp | 79.8%-64.8pp | 82.4%-67.4pp |
| Annual return | 13.40% | 54.84%-41.4pp | 43.79%-30.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $2,144 | $4,946-56.7% | $3,865-44.5% | $4,762-55.0% |
| Participant deferral / active EE | $3,423 | $5,868-41.7% | $4,937-30.7% | $5,850-41.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |