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 | $130,597 | $64,839+101.4% | $95,585+36.6% | $84,808+54.0% |
| Participation rate | 57.1% | 63.8%-6.7pp | 72.1%-14.9pp | 68.3%-11.2pp |
| Annual return | 15.44% | -670.96%+686.4pp | 38.56%-23.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,283 | $1,759-27.1% | $2,527-49.2% | $2,631-51.2% |
| Participant deferral / active EE | $4,509 | $2,965+52.1% | $4,023+12.1% | $4,212+7.1% |
| Admin fee / account holder | $258 | $5,964-95.7% | $6,127-95.8% | $7,344-96.5% |