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 | $220,598 | $117,983+87.0% | $101,794+116.7% | $142,382+54.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 20.12% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,732 | $2,773+34.6% | $2,289+63.1% | $4,299-13.2% |
| Participant deferral / active EE | $8,402 | $4,714+78.3% | $4,084+105.7% | $6,507+29.1% |
| Admin fee / account holder | $15 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |