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 | $160,598 | $95,803+67.6% | $113,168+41.9% | $84,808+89.4% |
| Participation rate | 56.3% | 72.9%-16.6pp | 76.6%-20.3pp | 68.3%-12.1pp |
| Annual return | 16.54% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,320 | $2,360-44.1% | $2,975-55.6% | $2,631-49.8% |
| Participant deferral / active EE | $3,253 | $4,242-23.3% | $5,107-36.3% | $4,212-22.8% |
| Admin fee / account holder | $43 | $8,989-99.5% | $12,068-99.6% | $7,344-99.4% |