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 | $179,442 | $104,664+71.4% | $85,682+109.4% | $167,490+7.1% |
| Participation rate | 46.2% | 76.4%-30.2pp | 69.9%-23.7pp | 82.1%-36.0pp |
| Annual return | 16.51% | 21.45%-4.9pp | 21.49%-5.0pp | 478.56%-462.1pp |
| Employer contribution / active EE | $794 | $3,337-76.2% | $2,618-69.7% | $4,837-83.6% |
| Participant deferral / active EE | $1,831 | $4,824-62.0% | $3,923-53.3% | $6,341-71.1% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |