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 | $178,589 | $78,705+126.9% | $117,854+51.5% | $70,131+154.7% |
| Participation rate | 63.0% | 73.2%-10.2pp | 79.7%-16.7pp | 69.5%-6.6pp |
| Annual return | 12.41% | 23.30%-10.9pp | 335.08%-322.7pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,946 | $2,223-12.5% | $3,786-48.6% | $2,342-16.9% |
| Participant deferral / active EE | $3,944 | $3,297+19.6% | $4,482-12.0% | $3,332+18.4% |
| Admin fee / account holder | $21 | $5,065-99.6% | $8,020-99.7% | $4,645-99.5% |