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 | $86,928 | $105,630-17.7% | $87,507-0.7% | $273,961-68.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 3.26% | 12.25%-9.0pp | 12.21%-9.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $3,223 | $3,141+2.6% | $2,550+26.4% | $4,869-33.8% |
| Participant deferral / active EE | $3,780 | $3,601+5.0% | $3,149+20.0% | $5,287-28.5% |
| Admin fee / account holder | $67 | $4,781-98.6% | $4,221-98.4% | $10,132-99.3% |