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 | $183,562 | $215,361-14.8% | $171,082+7.3% | $273,961-33.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 6.56% | 25.14%-18.6pp | 32.56%-26.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,660 | $4,967-66.6% | $4,002-58.5% | $4,869-65.9% |
| Participant deferral / active EE | $9,648 | $5,543+74.0% | $4,797+101.1% | $5,287+82.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |