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 | $121,724 | $72,492+67.9% | $87,100+39.8% | $72,985+66.8% |
| Participation rate | 51.3% | 72.8%-21.5pp | 76.9%-25.6pp | 69.5%-18.2pp |
| Annual return | 19.90% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $491 | $1,894-74.0% | $2,521-80.5% | $2,440-79.9% |
| Participant deferral / active EE | $5,301 | $3,270+62.1% | $4,049+30.9% | $3,607+46.9% |
| Admin fee / account holder | $163 | $5,055-96.8% | $7,497-97.8% | $5,124-96.8% |