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 | $128,842 | $56,114+129.6% | $96,139+34.0% | $85,850+50.1% |
| Participation rate | 46.3% | 56.7%-10.4pp | 68.4%-22.1pp | 69.3%-23.0pp |
| Annual return | 15.06% | 42.30%-27.2pp | 191.94%-176.9pp | 318.53%-303.5pp |
| Employer contribution / active EE | $825 | $1,620-49.1% | $2,797-70.5% | $2,565-67.8% |
| Participant deferral / active EE | $2,661 | $2,859-6.9% | $4,349-38.8% | $3,952-32.7% |
| Admin fee / account holder | $86 | $3,768-97.7% | $5,537-98.4% | $6,260-98.6% |