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 | $66,732 | $181,894-63.3% | $156,549-57.4% | $273,961-75.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 11.56% | 30.74%-19.2pp | 32.23%-20.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,560 | $6,248-59.0% | $5,501-53.5% | $4,869-47.4% |
| Participant deferral / active EE | $8,448 | $5,550+52.2% | $4,871+73.4% | $5,287+59.8% |
| Admin fee / account holder | $220 | $15,559-98.6% | $13,027-98.3% | $10,132-97.8% |