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 | $164,936 | $117,983+39.8% | $101,794+62.0% | $142,382+15.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 12.60% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $750 | $2,773-73.0% | $2,289-67.2% | $4,299-82.6% |
| Participant deferral / active EE | $1,670 | $4,714-64.6% | $4,084-59.1% | $6,507-74.3% |
| Admin fee / account holder | $92 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |