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 | $127,633 | $64,480+97.9% | $81,382+56.8% | $80,856+57.9% |
| Participation rate | 63.8% | 63.9%0pp | 69.5%-5.7pp | 67.6%-3.8pp |
| Annual return | 14.96% | 16.34%-1.4pp | 24.73%-9.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,290 | $1,978+15.7% | $2,463-7.0% | $2,755-16.9% |
| Participant deferral / active EE | $3,024 | $3,094-2.3% | $3,883-22.1% | $4,296-29.6% |
| Admin fee / account holder | $109 | $5,671-98.1% | $5,768-98.1% | $6,918-98.4% |