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 | $64,960 | $99,341-34.6% | $84,750-23.4% | $273,961-76.3% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 8.87% | 22.93%-14.1pp | 22.78%-13.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,553 | $4,214-39.4% | $3,574-28.6% | $4,869-47.6% |
| Participant deferral / active EE | $3,834 | $4,269-10.2% | $3,712+3.3% | $5,287-27.5% |
| Admin fee / account holder | $33 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |