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 | $60,115 | $135,952-55.8% | $123,892-51.5% | $273,961-78.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 6.16% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,227 | $5,170-76.3% | $4,617-73.4% | $4,869-74.8% |
| Participant deferral / active EE | $2,390 | $6,343-62.3% | $5,984-60.1% | $5,287-54.8% |
| Admin fee / account holder | $299 | $9,817-97.0% | $8,357-96.4% | $10,132-97.1% |