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 | $156,785 | $101,724+54.1% | $164,813-4.9% | $80,856+93.9% |
| Participation rate | 34.4% | 71.8%-37.5pp | 78.6%-44.2pp | 67.6%-33.3pp |
| Annual return | 12.15% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,445 | $2,953-51.1% | $4,341-66.7% | $2,755-47.5% |
| Participant deferral / active EE | $4,094 | $4,477-8.6% | $6,031-32.1% | $4,296-4.7% |
| Admin fee / account holder | $165 | $8,227-98.0% | $12,690-98.7% | $6,918-97.6% |