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 | $65,202 | $135,952-52.0% | $123,892-47.4% | $273,961-76.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 9.92% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,732 | $5,170-66.5% | $4,617-62.5% | $4,869-64.4% |
| Participant deferral / active EE | $5,651 | $6,343-10.9% | $5,984-5.6% | $5,287+6.9% |
| Admin fee / account holder | $53 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |