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 5-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 | $87,833 | $127,065-30.9% | $113,168-22.4% | $142,382-38.3% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 20.65% | 24.03%-3.4pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,212 | $3,442-64.8% | $2,975-59.3% | $4,299-71.8% |
| Participant deferral / active EE | $5,777 | $5,716+1.1% | $5,107+13.1% | $6,507-11.2% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |