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 | $134,286 | $215,361-37.6% | $171,082-21.5% | $273,961-51.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 5.99% | 25.14%-19.2pp | 32.56%-26.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $9,539 | $4,967+92.1% | $4,002+138.4% | $4,869+95.9% |
| Participant deferral / active EE | $9,000 | $5,543+62.4% | $4,797+87.6% | $5,287+70.2% |
| Admin fee / account holder | $107 | $10,846-99.0% | $8,520-98.7% | $10,132-98.9% |