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 | $86,054 | $83,337+3.3% | $67,834+26.9% | $273,961-68.6% |
| Participation rate | 69.2% | 76.4%-7.2pp | 68.8%+0.4pp | 83.0%-13.8pp |
| Annual return | 7.50% | 259.45%-251.9pp | 138.47%-131.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,746 | $3,287-16.5% | $2,403+14.3% | $4,869-43.6% |
| Participant deferral / active EE | $4,915 | $4,088+20.2% | $3,160+55.6% | $5,287-7.0% |
| Admin fee / account holder | $176 | $6,752-97.4% | $4,622-96.2% | $10,132-98.3% |