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 | $95,698 | $95,803-0.1% | $113,168-15.4% | $84,808+12.8% |
| Participation rate | 62.5% | 72.9%-10.4pp | 76.6%-14.1pp | 68.3%-5.8pp |
| Annual return | 14.98% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,143 | $2,360-9.2% | $2,975-28.0% | $2,631-18.6% |
| Participant deferral / active EE | $3,345 | $4,242-21.1% | $5,107-34.5% | $4,212-20.6% |
| Admin fee / account holder | $50 | $8,989-99.4% | $12,068-99.6% | $7,344-99.3% |