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 5-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 | $199,538 | $117,841+69.3% | $102,423+94.8% | $145,922+36.7% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 14.59% | 31.65%-17.1pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $960 | $3,615-73.4% | $3,023-68.2% | $4,660-79.4% |
| Participant deferral / active EE | $7,345 | $5,731+28.2% | $5,053+45.4% | $6,688+9.8% |
| Admin fee / account holder | $70 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |