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 7-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 | $213,639 | $167,484+27.6% | $151,611+40.9% | $134,475+58.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.20% | 7.80%-22.0pp | 3.33%-17.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,306 | $6,829-36.9% | $6,166-30.2% | $4,740-9.1% |
| Participant deferral / active EE | $18,000 | $8,986+100.3% | $8,363+115.2% | $6,400+181.3% |
| Admin fee / account holder | $50 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |