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 | $58,001 | $74,927-22.6% | $101,794-43.0% | $84,808-31.6% |
| Participation rate | 60.5% | 61.4%-0.9pp | 69.2%-8.7pp | 68.3%-7.8pp |
| Annual return | 19.57% | 18.70%+0.9pp | 30.53%-11.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,569 | $1,522+3.1% | $2,289-31.4% | $2,631-40.4% |
| Participant deferral / active EE | $2,458 | $3,099-20.7% | $4,084-39.8% | $4,212-41.6% |
| Admin fee / account holder | $220 | $6,514-96.6% | $8,777-97.5% | $7,344-97.0% |