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 | $195,650 | $127,065+54.0% | $113,168+72.9% | $142,382+37.4% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 15.97% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,518 | $3,442-55.9% | $2,975-49.0% | $4,299-64.7% |
| Participant deferral / active EE | $2,723 | $5,716-52.4% | $5,107-46.7% | $6,507-58.2% |
| Admin fee / account holder | $75 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |