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 | $177,250 | $114,381+55.0% | $107,525+64.8% | $142,382+24.5% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 18.09% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,946 | $4,015-26.6% | $3,754-21.5% | $4,299-31.5% |
| Participant deferral / active EE | $6,588 | $5,564+18.4% | $5,116+28.8% | $6,507+1.2% |
| Admin fee / account holder | $175 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |