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 | $147,700 | $85,766+72.2% | $136,294+8.4% | $70,131+110.6% |
| Participation rate | 53.8% | 74.2%-20.3pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 22.12% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,128 | $2,966-62.0% | $4,695-76.0% | $2,342-51.8% |
| Participant deferral / active EE | $3,749 | $5,051-25.8% | $6,247-40.0% | $3,332+12.5% |
| Admin fee / account holder | $66 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |