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 | $119,962 | $72,277+66.0% | $101,248+18.5% | $79,858+50.2% |
| Participation rate | 39.4% | 68.5%-29.1pp | 75.8%-36.4pp | 69.6%-30.2pp |
| Annual return | 16.70% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,928 | $2,692-28.4% | $3,660-47.3% | $2,471-22.0% |
| Participant deferral / active EE | $3,682 | $3,282+12.2% | $4,370-15.8% | $3,740-1.6% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |