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 | $73,675 | $153,772-52.1% | $133,980-45.0% | $273,961-73.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.20% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,130 | $6,029-64.7% | $5,211-59.1% | $4,869-56.3% |
| Participant deferral / active EE | $8,017 | $6,958+15.2% | $6,282+27.6% | $5,287+51.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |