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 3-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 | $112,883 | $95,266+18.5% | $82,389+37.0% | $142,382-20.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 13.15% | 25.74%-12.6pp | 28.67%-15.5pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,594 | $2,991-46.7% | $2,517-36.7% | $4,299-62.9% |
| Participant deferral / active EE | $2,951 | $4,809-38.6% | $4,155-29.0% | $6,507-54.7% |
| Admin fee / account holder | $191 | $8,563-97.8% | $7,231-97.4% | $12,624-98.5% |