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 | $87,746 | $63,861+37.4% | $104,607-16.1% | $79,858+9.9% |
| Participation rate | 50.0% | 64.9%-14.9pp | 74.1%-24.1pp | 69.6%-19.6pp |
| Annual return | 19.44% | 21.30%-1.9pp | 340.46%-321.0pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,816 | $1,588+14.4% | $2,681-32.2% | $2,471-26.5% |
| Participant deferral / active EE | $5,085 | $2,693+88.8% | $3,740+36.0% | $3,740+35.9% |
| Admin fee / account holder | $121 | $4,185-97.1% | $6,473-98.1% | $5,306-97.7% |