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 6-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 | $68,854 | $60,022+14.7% | $88,946-22.6% | $84,808-18.8% |
| Participation rate | 64.0% | 57.8%+6.2pp | 68.8%-4.8pp | 68.3%-4.3pp |
| Annual return | 17.64% | 22.43%-4.8pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,677 | $1,703-1.5% | $2,555-34.4% | $2,631-36.3% |
| Participant deferral / active EE | $4,100 | $3,114+31.7% | $4,581-10.5% | $4,212-2.7% |
| Admin fee / account holder | $67 | $4,811-98.6% | $8,261-99.2% | $7,344-99.1% |