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 | $76,163 | $80,717-5.6% | $154,803-50.8% | $84,808-10.2% |
| Participation rate | 65.1% | 66.8%-1.7pp | 78.1%-13.0pp | 68.3%-3.2pp |
| Annual return | 18.41% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,386 | $2,761-13.6% | $4,305-44.6% | $2,631-9.3% |
| Participant deferral / active EE | $4,007 | $3,303+21.3% | $5,540-27.7% | $4,212-4.9% |
| Admin fee / account holder | $82 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |