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 | $69,959 | $46,869+49.3% | $122,332-42.8% | $70,131-0.2% |
| Participation rate | 69.0% | 58.2%+10.8pp | 71.6%-2.7pp | 69.5%-0.6pp |
| Annual return | 16.42% | 24.22%-7.8pp | 30.27%-13.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $517 | $1,288-59.8% | $4,050-87.2% | $2,342-77.9% |
| Participant deferral / active EE | $2,696 | $2,166+24.5% | $3,287-18.0% | $3,332-19.1% |
| Admin fee / account holder | $163 | $3,322-95.1% | $5,478-97.0% | $4,645-96.5% |