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 | $73,333 | $99,341-26.2% | $84,750-13.5% | $273,961-73.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.53% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,646 | $4,214-37.2% | $3,574-26.0% | $4,869-45.7% |
| Participant deferral / active EE | $7,035 | $4,269+64.8% | $3,712+89.5% | $5,287+33.1% |
| Admin fee / account holder | $46 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |