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 | $95,331 | $24,730+285.5% | $66,042+44.3% | $84,808+12.4% |
| Participation rate | 68.0% | 68.1%-0.1pp | 67.5%+0.5pp | 68.3%-0.3pp |
| Annual return | 15.48% | 79.55%-64.1pp | 52.11%-36.6pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,747 | $857+103.9% | $1,579+10.6% | $2,631-33.6% |
| Participant deferral / active EE | $4,550 | $1,737+162.0% | $2,835+60.5% | $4,212+8.0% |
| Admin fee / account holder | $0 | $3,014-100.0% | $5,747-100.0% | $7,344-100.0% |