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 | $215,176 | $78,422+174.4% | $95,952+124.3% | $79,858+169.4% |
| Participation rate | 60.7% | 73.5%-12.8pp | 77.1%-16.4pp | 69.6%-8.9pp |
| Annual return | 21.63% | 19.37%+2.3pp | 91.61%-70.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $521 | $1,945-73.2% | $2,541-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $3,189 | $3,440-7.3% | $4,167-23.5% | $3,740-14.7% |
| Admin fee / account holder | $211 | $5,622-96.2% | $6,795-96.9% | $5,306-96.0% |