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 | $91,217 | $102,966-11.4% | $90,281+1.0% | $152,861-40.3% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 16.22% | 95.16%-78.9pp | 78.10%-61.9pp | 345.32%-329.1pp |
| Employer contribution / active EE | $723 | $3,139-77.0% | $2,854-74.7% | $4,762-84.8% |
| Participant deferral / active EE | $2,987 | $4,281-30.2% | $3,885-23.1% | $5,850-48.9% |
| Admin fee / account holder | $99 | $6,171-98.4% | $5,351-98.2% | $11,596-99.2% |