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 | $232,737 | $105,931+119.7% | $81,930+184.1% | $158,922+46.4% |
| Participation rate | 53.8% | 75.6%-21.8pp | 72.0%-18.1pp | 82.0%-28.1pp |
| Annual return | 10.49% | 38.17%-27.7pp | 29.49%-19.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $962 | $7,800-87.7% | $4,310-77.7% | $4,761-79.8% |
| Participant deferral / active EE | $4,658 | $13,003-64.2% | $7,107-34.5% | $5,982-22.1% |
| Admin fee / account holder | $109 | $8,489-98.7% | $5,158-97.9% | $11,246-99.0% |