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 | $102,803 | $30,400+238.2% | $53,898+90.7% | $84,808+21.2% |
| Participation rate | 38.1% | 46.4%-8.3pp | 55.0%-16.9pp | 68.3%-30.2pp |
| Annual return | 15.08% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,190 | $603+97.4% | $932+27.6% | $2,631-54.8% |
| Participant deferral / active EE | $2,408 | $1,199+100.9% | $1,826+31.8% | $4,212-42.8% |
| Admin fee / account holder | $105 | $1,993-94.7% | $2,491-95.8% | $7,344-98.6% |