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 | $245,936 | $118,450+107.6% | $98,439+149.8% | $139,434+76.4% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 20.76% | 18.94%+1.8pp | 21.16%-0.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,618 | $3,609-27.5% | $3,048-14.1% | $4,751-44.9% |
| Participant deferral / active EE | $5,862 | $5,392+8.7% | $4,738+23.7% | $6,710-12.6% |
| Admin fee / account holder | $2 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |