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 | $168,169 | $153,772+9.4% | $133,980+25.5% | $273,961-38.6% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 7.80% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,819 | $6,029-20.1% | $5,211-7.5% | $4,869-1.0% |
| Participant deferral / active EE | $7,749 | $6,958+11.4% | $6,282+23.3% | $5,287+46.6% |
| Admin fee / account holder | $245 | $11,765-97.9% | $9,324-97.4% | $10,132-97.6% |