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 | $136,125 | $74,927+81.7% | $101,794+33.7% | $84,808+60.5% |
| Participation rate | 30.9% | 61.4%-30.5pp | 69.2%-38.3pp | 68.3%-37.4pp |
| Annual return | 14.19% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $731 | $1,522-52.0% | $2,289-68.1% | $2,631-72.2% |
| Participant deferral / active EE | $2,250 | $3,099-27.4% | $4,084-44.9% | $4,212-46.6% |
| Admin fee / account holder | $123 | $6,514-98.1% | $8,777-98.6% | $7,344-98.3% |