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 | $68,704 | $87,841-21.8% | $133,980-48.7% | $62,891+9.2% |
| Participation rate | 60.5% | 83.4%-22.9pp | 87.1%-26.6pp | 69.3%-8.8pp |
| Annual return | 22.02% | 12.05%+10.0pp | 29.30%-7.3pp | 20.14%+1.9pp |
| Employer contribution / active EE | $1,689 | $3,483-51.5% | $5,211-67.6% | $2,281-25.9% |
| Participant deferral / active EE | $3,455 | $4,812-28.2% | $6,282-45.0% | $3,203+7.9% |
| Admin fee / account holder | $104 | $5,371-98.1% | $9,324-98.9% | $4,296-97.6% |