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 | $236,219 | $127,065+85.9% | $113,168+108.7% | $142,382+65.9% |
| Participation rate | 35.0% | 79.2%-44.2pp | 76.6%-41.6pp | 80.1%-45.1pp |
| Annual return | 20.02% | 24.03%-4.0pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $837 | $3,442-75.7% | $2,975-71.9% | $4,299-80.5% |
| Participant deferral / active EE | $3,108 | $5,716-45.6% | $5,107-39.1% | $6,507-52.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |