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 | $200,814 | $125,758+59.7% | $169,993+18.1% | $75,163+167.2% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.0%-27.0pp | 67.2%-7.2pp |
| Annual return | 15.79% | 27.20%-11.4pp | 53.37%-37.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,588 | $4,615-43.9% | $6,785-61.9% | $2,670-3.1% |
| Participant deferral / active EE | $6,180 | $6,837-9.6% | $10,408-40.6% | $4,125+49.8% |
| Admin fee / account holder | $234 | $8,173-97.1% | $12,815-98.2% | $5,651-95.9% |