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 | $229,255 | $165,335+38.7% | $149,696+53.1% | $158,922+44.3% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 13.75% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,431 | $5,103-52.4% | $4,644-47.7% | $4,761-48.9% |
| Participant deferral / active EE | $7,151 | $7,181-0.4% | $6,842+4.5% | $5,982+19.5% |
| Admin fee / account holder | $153 | $10,807-98.6% | $9,309-98.4% | $11,246-98.6% |