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 | $112,569 | $135,952-17.2% | $123,892-9.1% | $273,961-58.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 7.06% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,530 | $5,170-31.7% | $4,617-23.6% | $4,869-27.5% |
| Participant deferral / active EE | $8,606 | $6,343+35.7% | $5,984+43.8% | $5,287+62.8% |
| Admin fee / account holder | $172 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |