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 | $191,701 | $181,894+5.4% | $156,549+22.5% | $273,961-30.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 6.41% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,262 | $6,248-47.8% | $5,501-40.7% | $4,869-33.0% |
| Participant deferral / active EE | $7,702 | $5,550+38.8% | $4,871+58.1% | $5,287+45.7% |
| Admin fee / account holder | $8 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |