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 | $78,726 | $57,065+38.0% | $75,670+4.0% | $70,131+12.3% |
| Participation rate | 63.3% | 68.1%-4.8pp | 72.3%-9.0pp | 69.5%-6.2pp |
| Annual return | 24.62% | 23.57%+1.1pp | 27.34%-2.7pp | 73.14%-48.5pp |
| Employer contribution / active EE | $846 | $1,817-53.4% | $2,352-64.0% | $2,342-63.9% |
| Participant deferral / active EE | $2,735 | $2,580+6.0% | $3,142-13.0% | $3,332-17.9% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |