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 | $75,232 | $99,341-24.3% | $84,750-11.2% | $273,961-72.5% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 8.09% | 22.93%-14.8pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $4,325 | $4,214+2.6% | $3,574+21.0% | $4,869-11.2% |
| Participant deferral / active EE | $6,168 | $4,269+44.5% | $3,712+66.2% | $5,287+16.7% |
| Admin fee / account holder | $255 | $6,644-96.2% | $5,332-95.2% | $10,132-97.5% |