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 | $67,868 | $76,552-11.3% | $123,892-45.2% | $62,891+7.9% |
| Participation rate | 64.0% | 73.0%-9.0pp | 81.4%-17.4pp | 69.3%-5.3pp |
| Annual return | 7.11% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,605 | $2,883-44.3% | $4,617-65.2% | $2,281-29.6% |
| Participant deferral / active EE | $2,108 | $4,840-56.5% | $5,984-64.8% | $3,203-34.2% |
| Admin fee / account holder | $30 | $4,826-99.4% | $8,357-99.6% | $4,296-99.3% |