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 | $65,050 | $81,460-20.1% | $103,333-37.0% | $80,856-19.5% |
| Participation rate | 67.9% | 66.8%+1.0pp | 74.5%-6.7pp | 67.6%+0.2pp |
| Annual return | 13.52% | 25.55%-12.0pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,663 | $3,105-46.4% | $3,868-57.0% | $2,755-39.6% |
| Participant deferral / active EE | $2,838 | $3,869-26.6% | $5,057-43.9% | $4,296-33.9% |
| Admin fee / account holder | $169 | $6,566-97.4% | $8,355-98.0% | $6,918-97.6% |