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 | $59,768 | $67,606-11.6% | $82,313-27.4% | $70,131-14.8% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 13.58% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,387 | $1,755-21.0% | $2,428-42.9% | $2,342-40.8% |
| Participant deferral / active EE | $2,516 | $2,987-15.8% | $3,706-32.1% | $3,332-24.5% |
| Admin fee / account holder | $264 | $4,512-94.2% | $5,608-95.3% | $4,645-94.3% |