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 7-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 | $202,019 | $89,355+126.1% | $141,162+43.1% | $72,985+176.8% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.5%-34.3pp | 69.5%-21.3pp |
| Annual return | 20.85% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,934 | $3,114-37.9% | $4,735-59.1% | $2,440-20.7% |
| Participant deferral / active EE | $7,930 | $5,418+46.4% | $6,709+18.2% | $3,607+119.8% |
| Admin fee / account holder | $186 | $5,958-96.9% | $10,261-98.2% | $5,124-96.4% |