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 | $135,654 | $80,717+68.1% | $154,803-12.4% | $84,808+60.0% |
| Participation rate | 46.4% | 66.8%-20.4pp | 78.1%-31.6pp | 68.3%-21.9pp |
| Annual return | 14.59% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,196 | $2,761-20.5% | $4,305-49.0% | $2,631-16.5% |
| Participant deferral / active EE | $4,020 | $3,303+21.7% | $5,540-27.4% | $4,212-4.5% |
| Admin fee / account holder | $34 | $6,746-99.5% | $14,329-99.8% | $7,344-99.5% |