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 | $53,750 | $153,772-65.0% | $133,980-59.9% | $273,961-80.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 9.94% | 36.51%-26.6pp | 29.30%-19.4pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,598 | $6,029-73.5% | $5,211-69.3% | $4,869-67.2% |
| Participant deferral / active EE | $8,314 | $6,958+19.5% | $6,282+32.3% | $5,287+57.2% |
| Admin fee / account holder | $24 | $11,765-99.8% | $9,324-99.7% | $10,132-99.8% |