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 4-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 | $182,880 | $167,307+9.3% | $143,757+27.2% | $134,475+36.0% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | 1.06% | 0.46%+0.6pp | -0.04%+1.1pp | 417.96%-416.9pp |
| Employer contribution / active EE | $1,548 | $5,619-72.4% | $4,951-68.7% | $4,740-67.3% |
| Participant deferral / active EE | $2,828 | $6,446-56.1% | $5,637-49.8% | $6,400-55.8% |
| Admin fee / account holder | $277 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |