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 | $79,689 | $61,660+29.2% | $80,019-0.4% | $64,186+24.2% |
| Participation rate | 61.3% | 71.7%-10.4pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | -7.30% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,571 | $1,810-13.2% | $2,468-36.3% | $2,381-34.0% |
| Participant deferral / active EE | $3,504 | $2,968+18.1% | $3,686-4.9% | $3,470+1.0% |
| Admin fee / account holder | $166 | $5,417-96.9% | $6,521-97.5% | $4,888-96.6% |