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 9-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 | $109,654 | $81,460+34.6% | $103,333+6.1% | $80,856+35.6% |
| Participation rate | 22.2% | 66.8%-44.6pp | 74.5%-52.3pp | 67.6%-45.4pp |
| Annual return | 11.26% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,319 | $3,105-57.5% | $3,868-65.9% | $2,755-52.1% |
| Participant deferral / active EE | $4,136 | $3,869+6.9% | $5,057-18.2% | $4,296-3.7% |
| Admin fee / account holder | $55 | $6,566-99.2% | $8,355-99.3% | $6,918-99.2% |