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 | $110,505 | $70,428+56.9% | $96,562+14.4% | $85,850+28.7% |
| Participation rate | 55.3% | 61.8%-6.5pp | 69.8%-14.5pp | 69.3%-14.0pp |
| Annual return | 13.88% | 18.59%-4.7pp | 37.78%-23.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,021 | $1,413+43.0% | $2,356-14.2% | $2,565-21.2% |
| Participant deferral / active EE | $3,653 | $2,894+26.2% | $3,849-5.1% | $3,952-7.6% |
| Admin fee / account holder | $153 | $4,997-96.9% | $6,181-97.5% | $6,260-97.6% |