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 | $25,838 | $57,016-54.7% | $84,966-69.6% | $80,856-68.0% |
| Participation rate | 69.0% | 56.3%+12.6pp | 67.5%+1.5pp | 67.6%+1.3pp |
| Annual return | 19.09% | 21.66%-2.6pp | 66.38%-47.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $5,909 | $1,798+228.7% | $2,727+116.7% | $2,755+114.5% |
| Participant deferral / active EE | $2,664 | $3,110-14.3% | $4,519-41.0% | $4,296-38.0% |
| Admin fee / account holder | $202 | $4,980-96.0% | $6,149-96.7% | $6,918-97.1% |