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 9-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 | $212,010 | $98,750+114.7% | $149,696+41.6% | $79,858+165.5% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.6%-6.7pp |
| Annual return | 14.96% | 27.43%-12.5pp | 276.60%-261.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,908 | $3,216-40.7% | $4,644-58.9% | $2,471-22.8% |
| Participant deferral / active EE | $4,992 | $5,680-12.1% | $6,842-27.0% | $3,740+33.5% |
| Admin fee / account holder | $71 | $6,053-98.8% | $9,309-99.2% | $5,306-98.7% |