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 | $170,059 | $115,770+46.9% | $101,248+68.0% | $158,922+7.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 14.97% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,151 | $4,175-72.4% | $3,660-68.5% | $4,761-75.8% |
| Participant deferral / active EE | $7,293 | $4,957+47.1% | $4,370+66.9% | $5,982+21.9% |
| Admin fee / account holder | $208 | $7,245-97.1% | $5,945-96.5% | $11,246-98.2% |